Emerging Markets 2023 Predictions – Commentary

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Insights from Rob Brewis, Investment Manager at Aubrey Capital Management, on his predictions for Emerging Markets in 2023. After a year of turbulent economies and stock markets, Rob feels that the outlook for EMs in 2023 is looking far more encouraging, particularly for countries such as China, India, Mexico, Vietnam and Brazil. Predictions For Emerging Markets“A year ago, we dared to suggest that a lot of the bad news in China was in the price and some of the business regulation headwinds were alleviating. We did not however, foresee the draconian zero covid policy which sucked the life out …

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