
10 Things We Like About Argentina: Feedback From Argentina Week
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Paul Dmitriev
Multiple authors
Multiple authors
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Emerging markets ex-China are drawing increased investor interest as allocators look beyond China to a broader set of opportunities across Asia, Latin America, the Middle East, and other developing economies. Key investment themes include technology leadership in Taiwan and Korea, India's long-term growth trajectory, supply chain diversification, and attractive valuations in select regions. EMM is designed to capitalize on these opportunities through a concentrated, actively managed approach focused on companies with durable competitive advantages, strong growth prospects, and identifiable catalysts. View the full report here.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.