Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic.

That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively.

Over the course of 20 minutes, the duo shine a light on valuation discrepancies, the shifting attitude towards ESG and the importance of chatting to local taxi drivers. They also explain why company ratings in developing economies can be misleading and reveal their five-point checklist for how to identify a quality business.

China remains a hard market for generalists to call. On one hand it is a fast-growing epicentre of emerging market expansion, but for others it poses cultural and regulatory challenges that make it hard to fathom.

In this special podcast, Krystle Higgins spoke to Naomi Waistell, who runs the Polar Capital Emerging Markets Stars fund, to find out what the experience is for those investing on the frontlines.  Waistell said there are interesting areas of development that may be going unnoticed, but there are also other significant considerations all investors need to have to hand.