INSIGHTS

From mid-February to March 2023, Carmignac’s EM team travelled to China. This trip was the first in three years due to Covid lockdown and makes Carmignac one of the first developed-market asset managers to get back on the ground!

Some Latin American countries may merit investors’ attention this year.

Investing in emerging markets reflects an ambition that goes well beyond simple financial performance targets.

After nearly two difficult years for Chinese equities due to a regulatory crackdown, geopolitical tensions, and an economic slowdown, 2023 is looking more promising for investors.

Fund Manager Haiyan Li-Labbé presents her analysis and long-term outlook for China’s economy and stock market.

China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.