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Emerging Market Equities


Active Quantitative Equity (AQE)
Four Key Topics in Emerging Markets Today: The Fundamental Growth AND Active Quantitative Views

How investors view Emerging Markets (EM) investing can vary widely, even within State Street Global Advisors. Laura Ostrander from our Fundamental Growth and Core Equity (FGC) team and Chris Laine from our Active Quantitative Equity (AQE) team to discuss four key topics that are relevant to EM investors

July 9, 2021
Emerging Markets
Did anything interesting really happen? If only.

If you have been lucky enough to be stranded in a safe – but unconnected – place for the last six or seven months, you’ll be forgiven for thinking that 2020 has been a pretty boring year for the markets. Your investments in emerging market (EM) stocks are likely flat. Did anything interesting really happen? If only.

September 10, 2020 By Christopher N Laine, John G Siegrist
A range of major policy changes is creating winners and losers among Chinese drug companies, as well as promising new ancillary business models.

A range of major policy changes is creating winners and losers among Chinese drug companies, as well as promising new ancillary business models.

August 31, 2020 By Zhi Aik Yeo, Andrew D Xiao
Market Updates
China’s 2020 National People’s Congress: The Big Policy Pivot

Policy-makers in China changed policy direction by implementing new security measures in Hong Kong and removing a target for GDP growth. These economic cum political decisions should continue to make Chinese assets attractive for global investors, though they could pose a relative headwind for other Emerging Markets. Yet, market dynamics will depend more on how DM countries manage their exits from lockdown.

May 22, 2020 By Elliot Hentov
Market Updates
Emerging Markets: Looking Forward, Cautiously and Selectively

Success in EM investing requires recognizing how companies and countries are evolving during the COVID-19 pandemic. We assess market liquidity, corporates’ flexibility to change and valuations to identify opportunities.

April 30, 2020
Market Updates
Weekly Investment Call Highlights: Reflections on the COVID-19 Crisis from Three Seasoned EM Investors

State Street Global Advisors investment experts share their perspectives on emerging markets (EM) investing in the context of current market volatility and the COVID-19 crisis.

April 16, 2020 By Gaurav Mallik, Aaron R Hurd, Abhishek Kumar, Christopher N Laine
Market Updates
Seven Things to Know Right Now About Emerging Markets Equities

After several tumultuous months, emerging market equities are rebounding. In this piece, members of our fundamental active equities team share seven key points about emerging markets (EM) that are shaping their EM equities portfolio right now.

June 24, 2020 By George A Bicher, Laura A. Ostrander