David Dali, John Paul Lech, Peeyush Mittal, CFA & Alex Zarechnak

The halt of Russian equity markets, the prospect of higher U.S. inflation and rising interest rates are all contributing to uncertainty in emerging markets. How should investors navigate these headwinds and what could the impact be to markets in Asia, Europe, and Latin America?  

Join Portfolio Managers John Paul Lech, Peeyush Mittal, and Research Analyst Alex Zarechnak in a conversation led by Head of Portfolio Strategy David Dali. They’ll review topics on the minds of investors including:

  • Consequences of Russia’s removal from emerging market indices and the impact of the conflict 
  • Impact of higher U.S. inflation and interest rates 
  • Constructing an emerging markets portfolio in the current environment
  • Growth opportunities that may be overlooked    

 

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This webcast will reflect the opinions of Matthews Asia. The views and information discussed herein are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information. 
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