Investing in emerging markets is about identifying extraordinary businesses that have the capacity to generate above earnings even in pedestrian macro environments.
To gain further insight into our investment ideas, please read our short summaries below, or alternatively, download the pdf for a fuller read.
Embracing LNG
Global interest in cleaner fuel is helping to increase the demand for LNG. While growth is likely to be driven by China and other Asian countries, the supply side is shifting with Russia playing a growing role. Our global search for the best opportunities has taken us to the Arctic.
Fintech
The financial world is changing rapidly, especially in emerging markets. While mobile payment adoption in China has led to spectacular expansion in related services, Latin America has traditionally been a cash-centric region, but times are changing here too.
Indian banks
Our approach in India looks beyond seductive narratives to appreciate structural drivers and real options, both of which are often unique to individual companies. With their clean balance sheets and excess capital, the banking sector is an area that interests us.
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