Investing in emerging markets

Raheel Altaf discusses the unappreciated evolution in emerging markets, why he remains focused on company fundamentals and how he is finding no shortage of high-quality companies in out-of-favour China at depressed valuations.

Raheel Altaf

Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity fund, discusses how he is finding investment opportunities in companies as strong as those in developed markets, in sectors that have not traditionally been associated with the asset class.

Raheel explains why he remains overweight China, but underweight more ‘fashionable’ regions such as India and Taiwan.

Date recorded: Thursday 25 April

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Raheel Altaf

Manages:

‘Global emerging markets equity‘, 'Global equity' strategies

Raheel joined Artemis in 2014 and has managed Artemis‘ ‘global emerging markets equity‘ and ‘global equity’ strategies since launch in April 2015 and since April 2022, respectively.

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