
Category: Emerging Markets Equities


South Korea’s “Value-Up” Program – Assessing Potential for Value Creation

Netwealth Portfolio Construction Podcast: Finding Investment Opportunities in Emerging Markets

AFR: Investors eye South Korea and India as money exits China

Investment Executive: Prospects for India and China couldn’t be more different

Investment Executive: Conditions ripe for EM outperformance in 2024

Bloomberg: Northcape Capital Global Emerging Markets Fund Bets on AI-Related Stocks

AFR: Ross Cameron is not rushing back to China, eyes India instead

Investment Executive: Dollar-dependent EMs face biggest economic hurdles
