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:

Baillie Gifford Emerging Markets Introduction

Investment Managers Will Sutcliffe, Mike Gush and Sophie Earnshaw give an introduction to investing in Emerging Markets.

Related insights

  1. 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
  2. High-calibre emerging markets firms

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

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

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  5. 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
  6. 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
  7. China: fear or FOMO?

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

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

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  10. 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
  11. Asia and energy transition

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

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

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

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

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

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

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

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  19. 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
  20. 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
  21. Baillie Gifford Emerging Markets Introduction

    Investment Managers Will Sutcliffe, Mike Gush and Sophie Earnshaw give an introduction to investing in Emerging Markets.
    February 2020
    Video6 minutes
  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

The content of this website is intended exclusively for professional investors in accordance with MiFID legislation. ’Professional investors’ are potential investors who are deemed to have the status of “professional clients”, within the meaning of MiFID (2004/39/EC), as transposed in Ireland. It is not intended for retail investors.

Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (Reference number C182354) as an Alternative Investment Fund Manager and UCITS Manager to Baillie Gifford Worldwide Funds plc. Its registered office is 4/5 School House Lane East, Dublin 2, D02 N279, Ireland.

This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.