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Articles by Oksana Miller
Webinar Registration | VanEck
Insights Emerging Markets Bonds Emerging markets (EM) have low debt, high real policy rates, and they benefit from commodity prices. After a tumultuous few months, our conviction is strengthened that money will flow out of developed markets bonds and into emerging markets bonds due to “fiscal dominance” in developed markets. In this webinar, we’ll cover the case for EM bonds, our investment philosophy, process and current views.
Webinar Registration | VanEck
DISCLOSURES Please note that VanEck may offer investments products that invest in the asset class(es) or industries discussed in this webinar. The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only.
Growth Rotates to Asia in Emerging Markets
Disclosures 1 A key reason why LatAm is unusually weak is because the tightening in LatAm financial conditions has been unusually large due to more aggressive tightening by central banks and relatively stronger FX performance. Source: Goldman Sachs Global Investment Research. Data as of March 15, 2023. 2 Source: Goldman Sachs Global Investment Research. Data as of March 15, 2023. 3 Source: VanEck Research, Company Data, Bloomberg. Data as of March 31, 2022. † Quarterly returns are not annualized.
Emerging Markets – Better Times Appear Ahead | VanEck
Disclosures 1 Monocrystalline solar panels (or wafers) are generally considered a premium solar product. They are called “monocrystalline” to indicate that the silicon used is single-crystal silicon. Because the cell is composed of a single crystal, the electrons that generate a flow of electricity have more room to move. † Quarterly returns are not annualized. * All country and company weightings are as of December 31, 2022.
The Power of South Korea’s Battery Sector Confirmed
Disclosures 1 Source: Goldman Sachs Investment Research. Data as of November 14, 2022. 2 Our portfolio holding Samsung Electronics Co Ltd Pfd Non-Voting (2.47% of Strategy assets) is a part of Samsung Group. We own it and believe it is well positioned to benefit from improving ties between the U.S. and South Korea. 3 Source: Goldman Sachs Investment Research. Data as of November 14, 2022. 4 Source: Goldman Sachs Global Investment Research. Data as of November 14, 2022.
As Perfect Storm Clears Up, Opportunity Emerges in Emerging Markets
Disclosures 1 CEEMEA is defined as Central and Eastern Europe, Middle East and Africa. 2 Source: Global Sachs Global Investment Research. Data as of October 2, 2022. 3 CDMO is defined as a Contract Development and Manufacturing Organization. † Quarterly returns are not annualized. * All country and company weightings are as of September 30, 2022. Any mention of an individual security is not a recommendation to buy or to sell the security. Fund securities and holdings may vary.
Challenged Valuations Create Opportunities in Emerging Markets | VanEck
Disclosures 1 Source: Global Sachs Global Investment Research. Data as of June 21, 2022. 2 Source: The IMF. Data as of April 19, 2022. 3 Monocrystalline solar panels (or wafers) are generally considered a premium solar product. They are called “monocrystalline” to indicate that the silicon used is single-crystal silicon. Because the cell is composed of a single crystal, the electrons that generate a flow of electricity have more room to move. † Quarterly returns are not annualized.
China Headlines Overshadow EM Potential
DISCLOSURES 1 A moat is a sustainable competitive advantage that is expected to allow a company to fend off competition and sustain profitability into the future. 2 3.98% of Strategy net assets as of September 30, 2021. 3 2.20% of Strategy net assets as of September 30, 2021. 4 0.93% of Strategy net assets as of September 30, 2021. 5 1.22% of Strategy net assets as of September 30, 2021.
Investing in Africa’s Digitization Innovators
Written by: David Semple and Oksana Miller “Remote” consumption, implicit in digitization, telemedicine and video gaming, is replacing “social” consumption such as travel and other out-of-home activities. Exceptional, structural growth companies are leading the way in responding to this “new normal” of consumer behavior. We have witnessed transformational changes taking place across emerging markets, across continents like Asia and South America, and Africa is no exception.
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