The Technology Revolution in Emerging MarketsFeb 16, 2018

Key Points

  • There is a technological transformation taking place in emerging markets
  • We aim to buy sustainable earnings at a discount to the market
  • Environmental, social and governance (ESG) factors are increasing in importance 



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Investments entail risks. The value of investments and any income received from them can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. In emerging markets, the risks can be greater than in developed markets.

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