Navigating investment opportunities in the wake of recent policy measures aimed at economic recovery
Moving away from being just another petrostate.
While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.
Portfolio managers Gavin Joubert and Suhail Suleman talk about their journey with the Global Emerging Markets Equity Strategy over the last 13 years.
Understanding the risks and return opportunities remains crucial
Promising long-term growth seen in emerging equity markets
What did this programme really achieve?
A weighty issue?
But overcoming deeply rooted economic problems remains challenging