The Future of Emerging Markets

”For the past 30 years, emerging markets have provided return enhancement and risk diversification opportunities for global equity investors. The ongoing liberalization of the domestic Chinese capital market has the potential to transform the characteristics of the equity segment and its role in global portfolios. Recently, emerging markets have experienced volatile performance, driven by changes in monetary policy, increasing political uncertainty and deteriorating conditions for international trade. Are these factors temporary or could they have a long-lasting impact? Will emerging markets remain a distinct asset class and will they continue to represent an essential portfolio allocation for international investors?”

Read more on the MSCI home page.

Early-demographic dividend countries/ states.

Early-dividend countries are mostly lower-middle-income countries further along the fertility transition. Fertility rates have fallen below four births per woman and the working-age share of the population is likely rising considerably.

Countries with the greatest demographic opportunity for development are those entering a period in which the working-age population has good health, quality education, decent employment and a lower proportion of young dependents

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