Market Insights: GEM Ex-China

Join us for our 20-min Market Insight call on GEM Ex-China, hosted by EPFR’s Research team; Cameron Brandt, Steven X. Shen, CQF and Kirsten Longbottom.

In 2023 the major Asian markets dominated the flow picture for equity funds, especially in the emerging markets space where dedicated China and India Equity Funds both set now inflow records.

But China’s reluctance to stimulate an economy flirting with deflation, the Bank of Japan’s first step towards normalizing its ultra-accommodative monetary policies and North Korea’s increasing bellicose rhetoric have all weighed on investor sentiment.

Access the on-demand, where EPFR’s research team highlighted recent trends and take a deeper look at the China versus ex-China debate that has intensified in recent months.

To watch the on-demand, please fill out the form below:


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