By Gustavo Medeiros, Ben Underhill
The Emerging View

The case for emerging market small cap equities

EM small caps are assumed to be the risky cousin of US small caps. The data says otherwise: nearly nine in ten are profitable, on half the forward multiple of the Russell 2000. We make the case for the asset class.

Subscribe to our insights

Subscribe and get notified as soon as we publish our content

The latest insights from our categories

Weekly investor research

Oil relief welcome before Wednesday’s FOMC

After 13 consecutive nights of strikes, the US paused its attack on Iran over the weekend, welcome relief ahead of Wednesday's FOMC. Elsewhere, Samsung and SK Hynix signed USD 950bn of US supply deals and Bank Indonesia's governor resigned.
Weekly investor research

The arrival of Kimi K3 tests investors’ faith in Jevons’ Paradox

Chinese open-weight model Kimi K3 raises questions over AI lab monetisation, testing investors’ faith in Jevons’ Paradox. The Korean memory stock unwind extends, US CPI turns negative and the Bank of Korea hikes for the first time in three years.

Latest Insights

Video

Ashmore EM Review and Outlook - June 2021

Gustavo Medeiros (Deputy Head of Research), Alexis De Mones (Portfolio Manager) and Adrian Petreanu (Portfolio Manager) review the markets and discuss the outlook for EM.
Weekly investor research

The OECD revises EM GDP growth forecasts higher

The Organisation for Economic Co-operation and Development (OECD) revised its estimate of global gross domestic product (GDP) growth higher following recent stronger than expected economic data.
Video

'EM in 10' update

We discuss the outperformance of EM assets in May, driven by a faster vaccination pace across EM countries. We discuss inflation & explain why it is likely to remain elevated in the US throughout the rest of the year, & why it won't be a big deal for EM.
Video

'EM in 10' update

Gustavo Medeiros, Deputy Head of Research, discusses various Emerging Markets themes. This week, we will go through the performance of EM asset prices year-to-date, discuss the latest manufacturing PMI surveys and finally discuss recent events in China.