Navigating investment opportunities in the wake of recent policy measures aimed at economic recovery
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Suhail Suleman, joint-Head of Global Emerging Markets Research and Portfolio Manager, explains why investors shouldn't dismiss Saudi Arabia as just another petrostate. With its #Vision2030 firmly underway, the region has a lot to offer, from its recent EM growth to the rise of investment opportunities and the key businesses to look at for attractively priced entry points.
Moving away from being just another petrostate.
While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.
Unpacking the recent regulatory interventions
Understanding the risks and return opportunities remains crucial
Promising long-term growth seen in emerging equity markets
What did this programme really achieve?
A weighty issue?
But overcoming deeply rooted economic problems remains challenging