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Webinar: Emerging markets outlook 2019

Emerging markets are broader – and better – than the crisis-stricken economies that dominated newsflow in 2018. But after a year of tumult, how will emerging markets fare in 2019?

To find out more listen to the recording from our latest webinar with Gary Greenberg, Head of Hermes Emerging Markets, and Kunjal Gala, Co-Portfolio Manager.  

GEMs Webinar 2018 review and 2019 outlook
GEMs Webinar 2018 review and 2019 outlook

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US v China: the real agenda behind the trade war
China’s emergence on the global stage poses a genuine threat to future US dominance
Oasis or mirage? Egypt's economic potential
From a distance, it is easy to conclude that Egypt is an arid environment for investors. Being only 0.13% of the MSCI Emerging Markets Index, the country is easily dismissed given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits. Look closely, and the conditions become more attractive: low labour costs, high literacy levels and a series of economic reforms suggest that real investment opportunities are shimmering on the sands.
Getting engaged: Uniting performance with positive change in emerging markets
No man is an Iland, intire of itselfe; every man is a peece of the Continent, a part of the maine; if a Clod bee washed away by the Sea, Europe is the lesse, as well as if a Promontorie were, as well as if a Manor of thy friends or of thine owne were; any mans death diminishes me, because I am involved in Mankinde; And therefore never send to know for whom the bell tolls; It tolls for thee.
Imitator turned innovator: Technological change in China
Recent news flow about China has been dominated by Xi Jinping’s centralisation of power. But we believe the real story of interest for investors is the radical shift from imitation to innovation within the country’s economy. As China’s technology sector expands rapidly, we assess its transformative impact on the nation’s economy. Change is afoot in the global technology sector. Shenzhen is vying to become the next Silicon Valley – not in the immediate future, but perhaps in the next 15 years. And imitation by the world’s biggest factory is no longer the sincerest form of flattery. China is determined to be at the forefront of the next wave of technological innovation. Today, the government is fuelling growth in the technology sector. Funding for research is ramping up, thanks to the economy’s $11tn annual GDP, which is growing by over $650bn per year. By 2020, China will spend 2.5% of its GDP on R&D – that’s a 70% rise in absolute terms since 2015, and in line with the developed world. Furthermore, a nationwide policy introduced earlier this year allows all local governments to add R&D expenses into their GDP. This should spur governments to compete on this measure, boosting the country’s aggregate investment in R&D. Importantly, the effort is not limited to official channels. Support from the private sector is also driving technological innovation. China is fast becoming a hot destination for venture capitalists, already attracting more start-up capital than Europe.