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VanEck Blog | Emerging Markets Equity
January 12, 2021
Vaccines and Growth Drive 2021 Recovery
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,
Oksana Miller , Product Manager
A key driver of our 2021 outlook is an expectation of global growth recovery, boosted by the COVID-19 vaccine, which may spur faster normalization in emerging markets economies.
Filter ByEmerging Markets EquityJanuary 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.
Emerging Markets EquityDecember 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.
Emerging Markets EquityNovember 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.
Emerging Markets EquityOctober 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.
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