5 Emerging Market Companies We Like
15 July 2021
This article has been prepared by Northcape Capital, the underlying investment manager for the Warakirri Global Emerging Markets Fund.
Most companies we own are market leaders within their sectors, with strong pricing power, and some companies that have been penalised by COVID-19 – with a view to the recovery in the years ahead.
Identifying well capitalised, tightly managed, high quality emerging market companies with good corporate governance at attractive prices will remain key as we move forward.
