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EMERGING MARKETS INVESTING From complexity to clarity
 

The outlook for emerging markets (EM) continues to divide investor opinion. Over the past decade, several headwinds have posed significant challenges to the EM investment case and, more recently, China’s slowdown has further dampened sentiment. In the short-term, volatility is likely to persist. On the other hand, EMs continue to offer an attractive growth premium versus their developed counterparts, and with many EM central banks appearing positioned to begin a rate-cutting cycle, the early stages of recovery may be forming.

Against this backdrop, there underlies a rich tapestry of opportunities for the informed investor in emerging markets across a diverse group of countries, industries and individual securities.

Whatever the future holds, we're here to help bring you clarity in emerging markets.

Our Latest Insights on Emerging Markets

December 2023 / MARKETS & ECONOMY

Time to rethink traditional thinking in emerging markets

Time to rethink traditional thinking in emerging markets

Time to rethink traditional thinking in emerging...

Traditional investor thinking no longer fairly represents today’s emerging markets,...

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

September 2023 / INVESTMENT INSIGHTS

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

Our Investment Capabilities

Our emerging market equity strategies
Our emerging market debt strategies

Our unique approach to investing in China

With over 6,500 investable companies, China has become the second largest stock market globally, and arguably the most dynamic equity market in the world. The vast majority of this universe remains highly inefficient and overlooked. While the news flow can be overwhelming at times, we remain constructive on both the cyclical and structural theses for China and that short-term bouts of adversity can bring with them exciting new opportunities. 

Our Emerging Markets Story

At T. Rowe Price, we’ve seen an extraordinary amount of change since we started investing in EM more than 40 years ago. That experience is invaluable as our teams work across the region fostering long-term partnerships with companies and governments, to find the most compelling and durable investments for our clients’ portfolios across the capital structure. And when combined with our size and scale in EM, it gives us a much deeper and clearer understanding of the opportunities to grasp and the risks to assess.

Our capabilities have expanded over time

Want to know more? Get in touch.

If you have questions or would like more information about T. Rowe Price please contact us.

1Firmwide Emerging Markets Equity and Fixed Income AUM include assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates as of 30 June 2023.

2As of 30 September 2023. Figures include the EM Equity and EM Debt Team

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T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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