Partner Insight: Remaining optimistic on emerging markets investmentweek.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentweek.co.uk Daily Mail and Mail on Sunday newspapers.
India's economic prowess has become a focal point for institutional investors eyeing long-term growth. Traditionally, investors lean towards Global Emerging Market.
The year 2023 turned out to be fairly pedestrian in terms of emerging markets' performance. The asset class was weighed down by China, which recorded its third consecutive.
In your experience, are some GEM markets more fruitful for stock-picking than others? Conversely, are there any markets that you avoid completely? India is perhaps.
As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined.