EM Equities Quarterly Outlook

In our fundamental equity quarterly outlook for emerging markets, Wim-Hein Pals, Head of Emerging Markets Team, discusses how the re-opening of the Strait of Hormuz has the potential to bring back the EM trades that have been put aside since mid-April and paves the way for more balanced performance within EM. The outlook also includes trip notes from China and an examination of the role of emerging markets in energy transition.