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  • Economic growth is likely to slow in 2023 due to slower global demand for goods, a weaker outlook for commodity prices, and tighter domestic policy.
  • Easing inflation may set the scene for economic recovery in 2024.
  • A pivot from the zero-COVID policy in China, global disinflation, US dollar stabilization or depreciation, and valuations may be supportive of emerging equity markets in 2023.

 

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Insight from our sub-adviser, Schroders Investment Management
Author Headshot
Tom Wilson
Head of Emerging Market Equities
Author Headshot
David Rees
Senior Emerging Markets Economist
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