
About David
David joined VanEck in 1998. He serves as Portfolio Manager for VanEck’s Emerging Markets Equity Strategy and oversees the Emerging Markets Equity Team. David is responsible for company research, stock selection and portfolio construction. With over 30 years of dedicated industry experience in the EM equities space, he brings perspective and insight gleaned from his Strategy’s pursuit to identify and invest in forward-looking, sustainable and structural growth companies that are front and center, and the potential future, of emerging markets and global economies.
My Insights
February 25, 2021
Emerging Markets Outlook for 2021
by David Semple, Ola El-Shawarby, CFA, Portfolio Manager, VanEck Emerging Markets Equity, Senior Analyst, VanEck Emerging Markets Equity
VanEck Emerging Markets Equity Portfolio Manager, David Semple, and Emerging Markets Equity Strategy Senior Analyst, Ola El-Shawarby, discuss the 2021 outlook for and effects of digitization on emerging markets.
February 23, 2021
The Electric Vehicle Revolution Charges Ahead
by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,
Shawn Reynolds, Portfolio Manager,
Veronica Zhang, Analyst,
Angus Shillington, Deputy Portfolio Manager,
Dominic Jacobson, Analyst,
Oksana Miller, Product Manager
The transition from conventional cars to electric vehicles (EVs) is accelerating, creating investment opportunities across the EV ecosystem.
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.
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.