Asset allocations

Southeast Asia Covid bargains

Tom Wilson, head of emerging markets at Schroders

Equity markets in most emerging markets are lagging the US and Europe significantly this year. The reason for this is the stricter rules for listed companies in China and the continuing impact of the coronavirus. While the former is an ongoing source of uncertainty for investors, the latter creates buying opportunities, particularly in Southeast Asia.

Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.

A subscription is free for professionals working at banks and independent asset managers.