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Sustainable Emerging Markets Team

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Artisan Partners Sustainable Emerging Markets team seeks to invest in companies that are uniquely positioned to benefit from the growth potential in emerging markets and that possess a sustainable global competitive advantage. The team determines a company’s sustainable earnings based upon rigorous financial and strategic analyses. It also incorporates its assessment of company-specific, sustainability and macroeconomic risks into its valuation analysis to develop a risk-adjusted target price.
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      • The Spread of E-Commerce Accelerates in the Pandemic

        19 October 2020   |  

        Featured Author: Jessica Lin
        Jessica Lin is an analyst on the Artisan Partners Sustainable Emerging Markets Team.

        E-commerce was growing markedly faster than overall retail sales before COVID-19, especially in EM. But the global response to COVID-19—drastic containment measures and cautious economic reopenings—led to a surge in online shopping fueled largely by millions of consumers shopping online for the first time. China’s Alibaba reported an increase of 28 million mobile active users in Q2, while Latin American e-commerce company MercadoLibre reported 16 million new active users during the quarter. 

      • Emerging Markets Case Study: India Amid COVID-19

        01 May 2020   |  

        Featured Author: Gurpreet Pal
        Gurpreet Pal is an analyst on the Artisan Partners Sustainable Emerging Markets Team.

        As the COVID-19 pandemic evolves, emerging markets are set to take center stage. The US, Italy and other developed markets appear to be flattening the curve and starting to reopen their economies. In comparison, many emerging markets appear to be in much earlier phases of an outbreak. Within EM, India is an especially intriguing country to watch as it seems to be managing the pandemic better than previously feared.

        India has the seemingly right conditions for a high number of cases and rapid transmission: