Emerging markets still have significant long-term growth potential, comparable to the acceleration in the US economy and market during its ‘Gilded Age’ in the late 19th century. Yet while high, this growth is likely to be volatile and unevenly distributed – making alpha more important than beta in emerging markets. We believe superior data origination, analysis and application will be essential in unlocking this alpha.

Our new paper is not an attempt to predict precisely how, when or even if emerging markets will reach parity in investment terms with developed markets. Rather, the focus will be on how investors today can seek to use data analysis to improve their chances of success in emerging markets. In our view, it is the analysis and interpretation of data that will prove vital to capturing opportunities and reducing risk.