The serious economic problems suffered by Argentina, Turkey, Venezuela and South Africa have dominated news flow in recent months. But the major constituents of the benchmark MSCI Emerging Markets Index – including China, Korea, Taiwan, and India – remain robust.
In this episode of Amplified, Gary Greenberg, Head of Hermes Emerging Markets, discusses the recent weakness in emerging markets – and the opportunities it offers.
“If you take a step back, things are looking pretty healthy in most of these [emerging-market] countries. Therefore, lower valuations in what is a pretty stable, growing environment is something that you should take advantage of – and that is what we do,” he says.
Podcast: Play in new window | Download
See our podcast guide on how to download our podcasts on your phone.
