In this interview with Asset TV, Portfolio Manager Daniel Graña discusses how the war in Ukraine has impacted his views on emerging markets (EM) and where he sees potential opportunities.

Key Takeaways

  • Inflationary pressures stemming from the Russia-Ukraine war have impacted emerging markets as a whole, but some countries benefit from higher commodity prices while others are hurt by them.
  • EM companies are now playing a leading role in the next wave of innovation and in helping to solve EM-specific frictions, creating what we view as long-term growth opportunities.
  • We believe China is investible if the investor is willing to incorporate not only corporate governance but also political governance as part of their due diligence process.