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VanEck Blog - Emerging Markets Equity
Emerging Markets EquityDecember 02, 2019
China’s Economic Growth: Stimulus Working
Jan van Eck, CEO
Understand where China’s economy is in its growth cycle with these two key charts.
Emerging Markets EquityNovember 29, 2019
Emerging Markets Equity: Understanding the Financials Exposure
by David Semple, Portfolio Manager
Read moreWe take a look at the Financials sector in emerging markets, its composition and our approach to allocating to this sector.
Emerging Markets EquityNovember 08, 2019
Read moreIn Barron’s China Roundtable, Portfolio Manager David Semple discusses the growing domestic demand in China, its consumer-driven market and opportunities to invest in Chinese stocks.
Emerging Markets EquityOctober 18, 2019
Domestic Demand Insulates Impact of Global Uncertainty
by David Semple, Portfolio Manager
Read moreAmid downward revisions in global growth and the direction of monetary policy, we remain focused on companies at good valuations that address nascent areas of demand in emerging markets.
Emerging Markets EquityJuly 19, 2019
Finding Alpha Despite Macro Risks
by David Semple, Portfolio Manager
Read moreThe tug of war between lower global rates and lower global growth seem to be continuing, though on a micro level, we are still seeing healthy free cash flow and balance sheets.