Emerging markets | Opportunity driven by growing economies I abrdn

The rise of the consumer

As incomes rise and urbanization expands, rates of consumption are rapidly outpacing developed markets, with emerging Asia set to dominate consumption by the 2040s.

Technology and infrastructure demand

Emerging markets dominate global production in tech areas such as semi-conductor manufacturing; while growing cities drive the need for homes, utilities, and transportation.

Buying opportunities

Uncertain Fed policy and the potential for a consumer recovery in China have helped drive flows into emerging markets. Yet many EM companies still trade well below their long-term averages.

Why abrdn for Emerging Markets

Active Approach

We are a high conviction active manager focused on long-term results; aiming to identify outstanding emerging market companies that have strong fundamentals.

Quality Stocks

We only invest in companies with strong balance sheets that are cash generative, with good management teams who effectively manage ESG risk, and with a clear and defendable competitive advantage.