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.
First Sentier Investors appoints Sudip Hazra Director of the First Sentier MUFG Sustainable Investment Institute streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.
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.
When I joined the firm in 2002, FSSA Investment Managers, known as First State Investments back then, managed USD 2bn of assets and I was the only employee in Hong.