Follow the trendlines, not the headlines
Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...
Ninety One 26th Mar 2025
Actively navigating EM equities
Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...
Ninety One 13th Aug 2024
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