In this shifting world, geopolitical tensions and US election results could reshape emerging markets (EM), offering new opportunities for investors seeking additional sources of returns.
Source: Amundi Investment Institute. Data is as of 14 October 2024. Forecasts are by Amundi Investment Institute and are as of 14 October 2024. EM: Emerging Markets. DM: Developed Markets.
China: policy shifts reversing economic slowdown
Source: Amundi Investment Institute, internal elaboration, data is as of 7 October 2024.
India: economic growth continues to be well sustained
Source: Amundi Investment Institute, internal elaboration, data is as of 17 October 2024. Years refers to fiscal
Indian year.
Source: Amundi Investment Institute, as of 10 October 2024. Views reflected on the table above are from Amundi Investment Institute.
Investors seeking opportunities should consider turning their attention to emerging regions, leveraging on significant growth differentials and trade dynamic.
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