VanEck Blog | Emerging Markets Equity

January 07, 2021

Barron’s: Chinese Tech Stocks Can Weather Regulatory Scrutiny

by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

In this Barron’s Q&A, Portfolio Manager David Semple discusses his views on Alibaba and the regulatory scrutiny it is facing, as well as investment ideas in China and across emerging markets.

December 15, 2020

The Disruption of Fintech Across Emerging Markets

by Angus Shillington, Deputy Portfolio Manager,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

In this white paper, we take an in-depth look at the growth of digitization across emerging markets and the investment case for fintech as the driver.

November 13, 2020

Harnessing Growth: Online Food Delivery Brings It

by Dominic Jacobson, Analyst,

Ola El-Shawarby CFA, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.

October 12, 2020

Emerging Markets Rebound as Normalcy Recovers

by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.