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Mispriced emerging markets offer plenty of opportunity


Learning: Unstructured

In what has been a challenging year for emerging market investors, Jorry Nøddekær, lead portfolio manager of the Polar Capital Emerging Market Stars strategy, reflects on how regions such as India, Saudi Arabia and Latin America have continued to offer plenty of opportunities for stock pickers.

Looking ahead to 2023, Jorry explores the many reasons to be constructive on a 12–18-month view. With inflation and geo-political risks close to, if not already, peaking, there are now a wide range of high quality, high growth companies on attractive valuations with a lot of potential upside.