James Syme reviews the year and explains why we are very positive on the outlook for EM equities in 2019.
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In this latest video, James Syme shares his thoughts on countries presenting good investment opportunities and reviews the Fund's recent performance.
Ahead of his Australian visit, James Syme digests how changes to the political order in Brazil and Mexico are influencing his team's investment thesis.
India's dependence on oil imports and excessive reliance on foreign capital flows sees it caught up in the downward shift in sentiment towards many Asian markets.
One defining feature of the Trump administration is the willingness, even enthusiasm, to confront the United States’ geopolitical rivals.
As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.
A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.
In this latest video, James Syme discusses the challenges facing some countries and the brighter prospects for others amid a strengthening US dollar and tough trade talk.
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.