When it comes to the "big" emerging markets, and by that we mean big by both population and potential, it was a rather binary year in 2021, says Rob Brewis, fund manager for the Aubrey Global Emerging Market strategy. China down 20% and India up 20%. It would be easy to say that 2022 will be another reversal of fortunes, a little like 2021 was a reversal of 2020. We have some sympathy with that view. China had such a "good" early covid experience in 2020, both controlling the pandemic internally...
To continue reading this article...
Join International Investment
Join International Investment today
Unlock members-only benefits:
- Unlimited access to real-time news, industry insights, video features and market intelligence
- Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
- Receive breaking news stories straight to your inbox in the daily newsletters
- Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
- Members-only access to the Editor’s weekly news roundup newsletter
- Members-only access to analysis via our exclusive industry polls
- Be the first to hear about our events and awards programmes
