Where are the opportunities in emerging markets
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Learning: Unstructured
2023 has so far seen a strong resurgence for the technology sector, and emerging markets have benefitted from this given their critical role in the supply chain for many technology companies.
Naomi Waistell, Senior Fund Manager on the Polar Capital Emerging Markets & Asia team, explores this further, as well as other thematic and regional opportunities that the team believe will drive strong returns in emerging markets over the short, medium and long-term.