Exploring emerging markets

In these IM|Power interviews, Julie Dickson, Investment Director at Capital Group explores the changes, opportunities and trends around emerging markets.

Emerging markets and the opportunities that await in China

Dickson addressed the FundForum audience during the Emerging Markets showcase panel and her market of choice was China. During her 5 min presentation she chose to emphasize 3 key areas of focus:

1. Digitalisation - growth of fintech/e-commerce services

2. Long term demographic trends - development in healthcare and pharmaceuticals

3. Rising middle class wealth and the common prosperity agenda Other dynamics for consideration would be a shift from low-cost producer to high-end technologies in pharma, fintech, IOT and renewables.

The Chinese regulatory environment is undoubtedly challenging, but Julie’s message is firmly that this should not deter investors as the opportunities far outweigh the apparent obstacles. Check out Julie’s presentation in full for her expert outlook on one of world’s most challenging markets. Recorded at IM|Power and FundForum International 2021, in Monaco.

Exploring emerging market investing

Since the launch of the world's first emerging market equity fund by Capital Group over 35 years ago, the emerging market universe has seen significant changes. Dickson explores these changes as well as emerging market investing.

Capital Group are Gold Sponsors of IM|Power and FundForum International. Find out more about the 2022 event and agenda here >>