Emerging Markets Equities Archives | Northcape Capital

AI and the Changing Face of the EM Index…investors beware of concentration and exuberance in the Index all from 2 letters

Posted on May 14, 2026 | by Eliza Clarke | Leave a Comment

Middle East Conflict…away from the daily news flow, what are the longer-term implications investors need to consider

Posted on April 15, 2026 | by Eliza Clarke | Leave a Comment

Türkiye in Focus…with great demographics and a range of well managed companies, is now the time to invest?

Posted on March 16, 2026 | by Eliza Clarke | Leave a Comment

A letter from Brazil…industry consolidation supporting select companies amid weak infrastructure and fiscal constraints

Posted on February 11, 2026 | by Eliza Clarke | Leave a Comment

A letter from India…rapid improvements in both digital and physical infrastructure boosting productivity and financial inclusion

Posted on January 23, 2026 | by Eliza Clarke | Leave a Comment

Will AI be like an airplane without wings?! – We explore the AI investment dilemma in EM

Posted on December 12, 2025 | by Eliza Clarke | Leave a Comment

Podcast: Patrick Russel discusses the importance of Quality and Sovereign Risk in EM with Rob Pizzichetta

Posted on December 10, 2025 | by Eliza Clarke | Leave a Comment

The Importance of Quality and Sovereign Strength in EM – Key themes shaping EM for 2026

Posted on November 26, 2025 | by Eliza Clarke | Leave a Comment

Risk in the China rally…what’s driving the market, and why we remain underweight

Posted on October 10, 2025 | by Eliza Clarke | Leave a Comment

Video: Outlook for EM equities, and why taking an active approach to the asset class is vital

Posted on September 24, 2025 | by Eliza Clarke | Leave a Comment

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