Emerging Markets: Key trends for the medium term

Having recently celebrated the Polar Capital Emerging Market Stars Fund’s third anniversary, Jorry is now looking ahead to the breadth of trends – from advanced technology in north Asia to the aspirational consumption trend in less developed emerging markets – that are providing him with investment opportunities. At the same time, he looks at the extent of China’s weakening relationship with the West in the context of a stock-picker still finding plenty of opportunities given the scale of China’s growing domestic-driven economy and its position at the centre of the ‘Asiasphere’. He also adds his views on Asia’s ‘Green & Clean’ agenda and how it is helping him deliver responsible returns.

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