The challenges and opportunities for emerging markets

Jorry Noddekaer, Lead Fund Manager of the Polar Capital Emerging Market Stars Fund gives his outlook for the year ahead, outlining why he feels we are getting closer to an inflection point for emerging markets. He explains why he believes some of the key headwinds – US tapering policy on the back of inflationary pressure; Evergrande; China’s internet regulation; supply-chain disruption – will ease, along with his thoughts on specific sectors and countries he finds as particularly favourable.
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