Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets

October 1, 2025 | Emerging Markets, Public Markets

Dominic Bokor-Ingram

Senior Portfolio Manager, Emerging and Frontier Markets

Mathieu Bortot

Portfolio Manager, Emerging and Frontier Markets

Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.

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Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets

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