The team at LGM provide their regular update on responsible investing in emerging markets.
The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.
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.
India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.
It’s very hard to visit Vietnam and not get excited about the opportunity.
We appreciate sleeping comfortably knowing that, even in the worst of times, debt won’t be the variable that will cause an undue issue.
Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.
Historically, we have not been able to find many interesting, really high quality companies in China
Our key takeaway: impressive companies in a tough environment – but we won’t overpay for them.
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