Emerging markets
A hard look at soft power: China’s path to supremacy
China continues its path to supremacy, pushed on by its ongoing rivalry with the US. Given the uncertainty of this relationship, how can investors ...
01Emerging equity markets are broad, diverse and, we believe, inefficient due to lower levels of corporate disclosure and for behavioural reasons. |
02We believe four key factors individually drive share prices and in combination drive long-term outperformance. |
03We believe applying a disciplined, repeatable investment approach leads to long-term alpha generation. |