7.3%
7%
Source: The Alberta Investment Management Corp.
“When the pandemic hit, they were in the process of scaling up the online part of the business and the pandemic was an opportunity to accelerate it. They saw their online business explode. Now they’re online and offline is slowly coming back. They’re able to overcome difficult situations and bring value to customers.”
And Ehrmann says that while China will likely have the best year out of the emerging markets, there’s considerable potential in countries like Brazil and India. “Given that they fell sharply and their economies were curtailed and continue to be damaged by the pandemic, it’s hard to predict exactly when things will turn. But there’s been a move toward normalcy. I expect as the year progresses, some of these larger and strongly performing economies will catch the eye [of institutional investors].”
7.3%
7%
Source: The Alberta Investment Management Corp.
“When the pandemic hit, they were in the process of scaling up the online part of the business and the pandemic was an opportunity to accelerate it. They saw their online business explode. Now they’re online and offline is slowly coming back. They’re able to overcome difficult situations and bring value to customers.”
And Ehrmann says that while China will likely have the best year out of the emerging markets, there’s considerable potential in countries like Brazil and India. “Given that they fell sharply and their economies were curtailed and continue to be damaged by the pandemic, it’s hard to predict exactly when things will turn. But there’s been a move toward normalcy. I expect as the year progresses, some of these larger and strongly performing economies will catch the eye [of institutional investors].”