WEBINAR: The turning tide: Emerging Markets Equity in a shifting global landscape
Thursday, 27th March 2025
12:00pm EDT | 4:00pm GMT | 5:00pm CET
"There are decades where nothing happens; and there are weeks where decades happen."
The quote, attributed to Vladimir Lenin, has never felt more relevant. After a decade of U.S. exceptionalism and weak EM equity returns, we are now witnessing policy shifts that could reverse the trend.
Join us for an insightful webinar featuring Dhiren Shah, EM Equity Lead Portfolio Manager, and Gustavo Medeiros, Ashmore’s Global Head of Research.
What we’ll cover:
- EM AI plays: seeking AI in China, and broader semiconductors.
- India slowdown, what next?
- Relative value within EM: extreme valuations in Latam, Middle East growth.
- Market risks: US assets remain left-skewed, while EM retains right-skew upside.
Join us as we break down the opportunities in EM and discuss why the tide may be turning.
Speaker biographies
Dhiren Shah
Dhiren joined Ashmore in 2017. Dhiren joined Merrill Lynch Investment Managers (now BlackRock) in 2001. Throughout his career, he has been involved in the management of a range of Emerging Markets Equity products for both retail and institutional clients. In recent roles, Dhiren also had the responsibility as co-head and head of research for the Global Emerging Markets team. Dhiren is a CFA charter holder and gained a 1st in Economics from University College London.
Gustavo Medeiros
Gustavo is responsible for following macroeconomic and political developments across developed economies and emerging markets. He is responsible for providing a review and forward-looking views of macro top-down developments on a weekly basis to the Investment Committee and, where required, works with the investment teams to translate these views in actionable investment ideas.
Before joining Ashmore, Gustavo worked for ten years at HSBC in São Paulo and London, where he traded Latin American local rates and currencies. After joining Ashmore in 2011, Gustavo worked for six years with the local currency team covering Latin America before joining the sovereign external debt team as portfolio manager responsible for Eastern European and African markets.
Gustavo was appointed to Deputy Head of Research in October 2019 and became Head of Research in October 2021. He holds a degree in Business Administration from Fundação Armando Alvares Penteado in São Paulo and is a CFA charterholder.