"If you are willing to do your homework, if you're willing to be discerning and be active, you can certainly find pockets within various countries, within various sectors, where you find very attractive valuations."
On abrdn's most recent Quarterly Emerging Market Fund Podcast – the show that provides insights into the previous quarter and our projections for the abrdn Emerging Markets Fund – Senior Equity Specialist and host Tom Harvey discusses some of the largest components of the asset class, particularly China, before answering other related questions, such as:
  • What’s been happening across the asset class
  • What recent events meant for the fund and the fund's relative performance
  • How we're positioned within the abrdn Emerging Markets Fund
  • What might we expect as we continue to move through 2024

Disclosure

This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is provided for informational purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the investments or products mentioned herein and does not constitute investment research. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of abrdn.

The companies discussed in this podcast have been selected for illustrative purposes only or to demonstrate our investment management style and not as an investment recommendation or indication of their future performance. The value of investments and the income from them can go down as well as up, and investors make it back less than the amount invested past performance is not a guide to future returns, return projections or estimates, and provide no guarantee of future results.

Top Ten Holdings  
Taiwan Semiconductor Manufacturing Co Ltd 9.7
Samsung Electronics Co Ltd 7.1
Tencent Holdings Ltd 5.5
HDFC Bank Ltd 4.1
Alibaba Group Holding Ltd 4.0
SBI Life Insurance Co Ltd 2.6
AIA Group Ltd 2.3
Power Grid Corp of India Ltd 2.2
Fomento Economico Mexicano SAB de CV 2.0
TotalEnergies SE 1.9
Percent of Portfolio in Top Ten 41.3

Source : abrdn 12/31/23. Holdings are subject to change and are provided for informational purposes only and should not be deemed as a recommendation to buy or sell the securities shown.

Investors should carefully consider a fund’s investment objectives, risks, fees, charges, and expenses before investing any money. To obtain this and other fund information, please call 866-667-9231 to request a summary prospectus and/or prospectus or download at https://www.abrdn.com/en-us/us/investor/fund-centre#literature. Please read the summary prospectus and/or prospectus carefully before investing any money. Investing in mutual funds involves risk, including possible loss of principal. There is no assurance that the investment objective of any fund will be achieved.

Aberdeen Fund Distributors, LLC is a wholly owned subsidiary of abrdn Inc. abrdn Inc. is a wholly-owned subsidiary of abrdn plc. abrdn Funds are distributed by Aberdeen Fund Distributors LLC, Member FINRA and SIPC. 1900 Market Street, 2nd Floor, Philadelphia, PA 19103

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