Investing | In A Developing Economy

Focuses on "bottom-up" analysis of high-quality local franchises with competitive advantages and strong management.

Channeling capital specifically into projects that promote Sustainable Development Goals (SDGs), such as marine conservation via . Risk vs. Reward Dynamics investing in a developing economy

Investing in a developing economy—often called an —involves putting capital into nations transitioning from low-income, pre-industrial stages to modern, industrialised systems with higher standards of living. In 2026, these economies are projected to be the primary engine of global growth, with a forecast of 4% GDP expansion compared to just 1.5% for advanced economies. Core Themes for 2026 Offering high real yields, these can benefit from

EM leaders like Taiwan and South Korea dominate the global AI supply chain, particularly in high-bandwidth memory and advanced semiconductor manufacturing. Offering high real yields

Offering high real yields, these can benefit from easing inflation and potential currency appreciation against the US dollar.

Developing economies are increasingly influential due to their control over natural resources (like copper and lithium) vital for the global energy transition. India , for example, is projected to add over 15 GW of renewable capacity annually.

Growth is being driven by "leapfrogging" technologies, where nations skip older infrastructure for modern digital ecosystems. This has led to a surge in mobile money and fintech participation. Investment Approaches Description ETFs & Mutual Funds