Finding stock nuances in high growth emerging markets

China and India are two heavyweights within the emerging world and home to some impressive companies operating across a diverse range of industries that are benefiting from positive secular trends.

China’s economic transformation is accelerating through growing domestic consumption, reforms to financial markets and productivity gains from an increasingly better educated workforce.

While India is not a uniform market, and there are regional differences and infrastructure challenges, new economy sectors such as communication services and e-commerce are growing as government reforms make the country a more attractive proposition to invest in.

For a greater understanding of the structural themes being played out in China and India, the opportunities they are providing and what it means for the Invesco Emerging Markets Select Equity Strategy, please click on the links below.