71: From Latin American to the Middle East and Asia: which emerging market is best?

Kunjal Gala, co-manager of Hermes Global Emerging Markets SMID Equity talks to us about how some emerging markets – like Turkey, South Africa and Argentina - are going backwards in terms of economic development. He discusses how oil and metal producing Latin American and EMEA countries will find the move to a low carbon economy debilitating, how China wants to move up the value chain and how the pandemic could mean insurance emerges as a potential winner in emerging markets.
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Hermes Global Emerging Markets SMID Equity is a concentrated fund focusing on small and medium-sized companies across global emerging markets. The managers look for quality companies that are exhibiting compound growth and that earn more than their cost of capital over the long-term. Alongside this, they prefer talented company management, who act responsibly towards clients, stakeholders and minority shareholders.

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This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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