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Emerging markets

China’s transition boosts emerging markets

China’s transition boosts emerging markets

What you need to know about emerging markets

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Two major sources of pressure on emerging markets – the generalised dollar uptrend and lower commodity prices – have dissipated, contributing to the return of portfolio investments to these markets.
 
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Emerging markets' economic fundamentals improved over the course of last year with more clarity on Chinese policy, evidence of better growth, and economic rebalancing elsewhere.
 
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As a result, both bond and equity markets in emerging countries performed well last year, and we expect them to continue to outperform in the near future.
 
China in focus

China’s economic transition is well under way, as highlighted by the increasing share of domestic consumption and services in the overall economy. Few investors continue to fear a hard landing, but the size of the country’s debt is a cause for concern.

We expect the government to continue on the path of reforms and to rein in any risk of a banking crisis. This new economy is creating many investment opportunities as well as some challenges in Chinese fixed income and equity markets.


Online web conference

On 22 June we will be hosting a web conference about our outlook for emerging markets on Planet of finance, the online community dedicated to the wealth management industry. To attend you need to create an account, after which you can move around the platform. Log in on 22 June and go to the site’s virtual auditorium. Please also come and visit our booth to get more info and interact with the community!

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Web conference on 22 June, 9 a.m. (UTC+2) on emerging equities

With Mathieu Nègre and Laura Hsieh.

Subscribe now!
What's next for Emerging Markets?

Read our latest research

Learn more about our emerging market trends on China.

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Press articles about Emerging markets

Find here all the key press articles related to our expertise on emerging markets.

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What's next for Emerging Markets?

Read our latest research

Learn more about our emerging market trends on China.

Download the .PDF
Further reading

Emerging debt

Improving of emerging market fundamentals.

Watch the video
Funds

Our fund range

Discover our funds linked to UBP's emerging market expertise.

Further reading

Emerging equities

The rebound in emerging equities will continue this year.

Watch the video