EM Fund Stock Picks & Country Commentaries (March 24, 2024)
Confident outlook for Asia dividends, robust earnings for some SE Asia stocks, key drivers of sovereign bond ratings, Greek banks, value to be found in South African banks (Standard Bank), EPAM, etc.
As of the end of March, more February fund reports and some new research has become available:
Matthews Asia has this piece: India: The structural growth story and the long-term investment opportunity. It noted: “Actively hunting for opportunities close to and further away from popular investment areas is key to getting the best from India.”
DWS has thi…