EM Fund Stock Picks & Country Commentaries (February 4, 2024)
Remaining December or end of Q4 fund factsheets and commentaries are available, the rise of emerging market banks, Vietnam bank stock strategies, Brazilian stocks inspire confidence, etc.
Some quick takes for the start of February (as most EM funds have updated their factsheets or commentaries until the end of December; but don’t have January materials ready):
Polen Capital’s The Rise of Emerging Market Banks (3:23 Minutes - “We believe positive differences between emerging and developed markets present investors with opportunities.”) is …