Twenty years ago, one thing predicted whether or not an emerging markets company would be successful: its access to plentiful capital. But things have changed dramatically, according to Rohit Chopra, a Portfolio Manager/Analyst on the Emerging Markets Equity team. Investors now need to consider a host of factors, including the competence of the management team, the runway for growth, valuations, and macroeconomic context. In this episode, Ron talks to Rohit about how investors can think about companies in the increasingly complex and fast-changing developing world. READ MORE
Similar Posts:
- PODCAST: The Question Is…Why Should Investors Bother with Emerging Markets? (Lazard AM)
- Lazard’s James Donald Discusses the Sensitivity of Emerging Markets
- PODCAST: The Question Is…Are Many Emerging Markets Investors Missing the Next Big Growth Story? (Lazard AM)
- Fund Managers’ Opinions on the UAE and Qatar’s Emerging Markets Upgrade (The National)
- Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)
- Is Now the Right Time to Invest in Frontier Markets? (Portfolio Adviser)
- Income Ideas From Emerging Markets (Institutional Investor)
- Facebook Acquires Pryte for App Data Plans in Emerging Markets (ArcticStartup)
- Dr. Mark Mobius Announces Plans to Retire from Franklin Templeton Investments
- Asia’s Worst Aging Fears Begin to Come True (Nikkei Asian Review)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype
- Battery Park Capital’s Smith: China Does Have a Bustling Emerging Economy (CNBC)
- EM Fund Stock Picks & Country Commentaries (June 9, 2024)
- There is No Such Thing as a Typical Emerging Market (The Telegraph)
