Emerging Markets

Responsible Global Emerging Markets Strategy - Q3 2020

The team at LGM provide their regular update on responsible investing in emerging markets.
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Emerging Markets

Responsible Global Emerging Markets Strategy - Q2 2020

The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.
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Emerging Markets

Active ESG investing in emerging markets

Emerging markets are often seen as exotic, niche, risky parts of the market. While it’s certainly true that they are often more volatile versus their developed market peers; it’s also true that they offer potentially huge opportunities for long-term investors.
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10 min read

Responsible Global Emerging Markets Strategy - Q3 2020

The team at LGM provide their regular update on responsible investing in emerging markets.

10 min read

Responsible Global Emerging Markets Strategy - Q2 2020

The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.

4 min read

India research: the economic backdrop

Over the past few quarters, we have witnessed a rapid deceleration in consumption patterns and growth in India, but Indian policymakers have started to take action to tackle this slowdown.

4 min read

India research: healthcare and financial inclusion

India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.

10 min read

Trip notes: Vietnam - the emerging China?

It’s very hard to visit Vietnam and not get excited about the opportunity.

4 min read

Why we prefer companies with little to no debt

We appreciate sleeping comfortably knowing that, even in the worst of times, debt won’t be the variable that will cause an undue issue.

4 min read

Trip notes: Thailand and Malaysia

Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.

6 min read

China in focus

Historically, we have not been able to find many interesting, really high quality companies in China

9 min read

Brazil: Being disciplined on value

Our key takeaway: impressive companies in a tough environment – but we won’t overpay for them.

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