New World Fund Manager’s Outlook Is Upbeat
- Political stability and positive economic reforms in China and India are resulting in more and better investment opportunities.
- Financial technology provides a long growth runway for Chinese technology giants.
- Recent reforms should strengthen India’s economy and help drive corporate profits.
- Selectivity is key at this stage of the rebound in emerging markets equities.
Chris Thomsen is an equity portfolio manager with 20 years of experience in emerging markets and global equities. In this interview, Chris explains his optimistic outlook for emerging markets and where is he eyeing opportunities as a manager in American Funds’ New World Fund®.