Are we reaching an inflection point for emerging markets?
- 05 mins 51 secs
Despite recent headwinds, there are plenty of reasons to be constructive on emerging markets believes Jorry Nøddekær, Lead Manager of the Polar Capital Emerging Market Stars Fund. As underlying growth dynamics remain strong, widespread mispricing is leading to potential opportunities, ahead of what could soon be an inflection point for both China and wider emerging markets.
Jorry also explains how the portfolio has been positioned to respond to the rapidly changing environment within emerging markets, including a focus on finding high quality names with strong cash flow profiles.