Viewpoints by Philip Ehrmann, Senior Portfolio Manager at Manulife Investment Management
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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Emerging-market winners in an age of disruption—companies, not countries
Selected emerging-market companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals.
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The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economies
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