EM Research Trip: Why India tops our Sovereign EM assessment
09 August 2022
Our EM specialist partner, Northcape Capital, just returned from their first research trip since the COVID global travel lockdowns. With India ranking as the largest country exposure in the Warakirri Global Emerging Markets Fund, it was an obvious choice for the teams’ renewed travel agenda. Here they share their key takeaways from time spent on the ground and why the outlook for India remains one of the healthiest in the EM universe.
