Capital at risk

Investment capability

Emerging Markets equities

We’ve been managing dedicated emerging markets portfolios for three decades. We are targeting a wide range of growing emerging market companies. 

Woman collecting colourful textiles which have been air dried in India.

Why invest in emerging markets?

Emerging markets can give you access to many of the world’s most dynamic, high-growth companies. Over the past two decades, the breadth and quality of these businesses have significantly improved, and the economies themselves have become more robust. However, not all opportunities are equal. With our extensive experience and unique approach, we strive to pick only the fastest-growing businesses from a diverse range of countries and industries for you.

How do we invest in emerging markets?

We consistently find that the companies which outperform are those that grow their profits faster than the market in hard currency terms over several years.

Our goal is to discover these businesses, assess their long-term growth potential and then patiently hold them, allowing our research-driven decisions to generate returns for you.

Emerging market strategies

All our investment capabilities

Insights

Key articles, videos and podcasts relating to our emerging markets equities investment capabilities:

Emerging Markets: our philosophy

Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.

Related insights

  1. Will Sutcliffe

    Emerging Markets: our philosophy

    Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
    May 2024
    Video4 minutes
  2. 30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  3. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Article4 minutes
  4. How do we do what we do

    How do we implement our emerging markets equities philosophy in practice?
    January 2024
    Document
  5. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  6. Why do we do what we do

    Andrew Keiller and John Rae look at why we invest in emerging markets equities in the way that we do.
    December 2023
    Document
  7. A long view of the east

    With 35 years of investing behind us, we look to the future with our Asia-ex-Japan Strategy.
    December 2023
    Document
  8. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  9. South-east Asia’s new export stars

    Unearthing growth companies in Vietnam, Indonesia and Thailand.
    December 2023
    Article
  10. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  11. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  12. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  13. Emerging Markets: the possibilist

    Understanding the difference between pessimism and possibility in Emerging Markets.
    May 2022
    Article
  14. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  15. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  16. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  17. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document
  18. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  19. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  20. Emerging Markets: coming of age

    It’s time to stop looking in the rear-view mirror when it comes to emerging markets.
    October 2020
    Article
  21. China - adjusting the lens

    The future is inherently uncertain, but the acceleration of disruption, developments in innovation and shifts in consumption patterns will create winners and losers. China will play a critical role.
    September 2020
    Document
  22. Abstract illustration of skyscraper buildings

    The shape of things to come

    It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
    November 2019
    DocumentNovember 2019

Important information

Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
 
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