Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.

Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve made a remarkable rebound. From the low on 23 March 2020 to 18 June 2021, the MSCI Emerging Markets Equity Index gained 80%.

Ashish Chugh discusses his outlook on EM equities in 2021.

Loomis Sayles Portfolio Manager Ashish Chugh provides an update on emerging market equities and the impact COVID-19 has had on them recently.

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and market activity for weeks. Emerging markets, like the rest of the world, have been along for the ride.

We are bullish on emerging market (EM) equities for 2020 given valuations, continued low interest rates and cyclical and structural growth in many of these countries.

With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do they really offer value?