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Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility




Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.

In the short term, we anticipate phases of volatility as geopolitical uncertainty remains high (especially on trade negotiations) and China is engineering a soft landing of its economy. Against this backdrop, we believe investors could seek entry points in periods of volatility to further add into EM assets.

Understanding how emerging economies are evolving and how to play them in the current environment is a key objective for our clients. Therefore, we have committed to build this publication, with the goal to outline our current vision of the emerging world and the key convictions, through key charts that can help explain the investment narrative.

The piece combines views from our investment experts, macro and strategy research teams, all located across our Amundi global footprint and the Investment Insights team which contributed to the story telling in what we hope you will find both an insightful and helpful format.




BERARDI Alessia , Head of Emerging Markets Macro & Strategy Research
BOROWSKI Didier , Head of Global Views
BERTINO Claudia , Head of Amundi Investment Insights Unit
DELBÓ Debora , Senior Equity Strategist
D’ROSARIO Colm , Deputy Head of Emerging Markets Fixed Income
FIOROT Laura , Deputy Head of Amundi Investment Insights Unit
LEMONNIER Patrice , Head of Emerging Markets Equities
LICCARDO Giovanni , Amundi Investment Insights Unit
STRIGO Sergei , Co-Head of Emerging Markets Fixed Income
SYZDYKOV Yerlan , Global Head of EM
WANG Qinwei , Senior Economist
HERVE Karine , Emerging Markets Senior Economist

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Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility
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