Polar Capital

Emerging markets in 2021 will revolve around recovery, rebound and real economic growth

2020 was a good investment year for emerging markets and although many countries did well from this perspective, COVID-19 was a huge disruptor economically. Jorry Noddekaer assesses how strong this foundation is for EMs to rebound from, where he assesses the growth opportunities as well as discussing any impact inflationary pressures may have.