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Hiren Dasani

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  1. Goldman Sachs25 min

    Is it time to invest in emerging markets?

    Kay Haigh, Hiren Dasani, Alison Nathan

    Despite projected tepid headline earnings growth, emerging market equities are poised for a recovery driven by structural gains in non-commodity sectors and a faster-than-anticipated Chinese economic reopening. This optimism is bolstered by resilient fundamentals in markets like India and Mexico, which offer double-digit earnings growth forecasts alongside attractive valuations trading at a significant discount to U.S. counterparts. While sovereign debt risks persist in fiscally weak nations like Ghana and Zambia, investment strategies are shifting toward high-quality corporate debt and equity leaders in consumer, financial, and technology sectors benefiting from stabilizing liquidity conditions.