Strategy Note /
China

Emerging-Frontier Equity Monthly – October: China bounces, EM Vaccines pick up

  • Big outperformers: China Tech (regulatory breather), ASEAN (vaccine pick-up), Egypt (value), Peru (Castillo moderates)

  • Big underperformers: Brazil (fiscal indiscipline), Chile (pre-election concern), India IT Services (results miss)

  • Cheap value: China in Large EM and Tech, Chile in Commodities, Egypt in Africa, Dubai, Mauritius, Philippines in Tourism

Emerging-Frontier Equity Monthly – October: China bounces, EM Vaccines pick up
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
31 October 2021
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