Video: EM Research Trip - South Korea and Taiwan

25 July 2023

Ross Cameron, Portfolio Manager / Analyst at Northcape Capital, the underlying investment manager for the Warakirri Global Emerging Markets Fund, discusses the team’s recent research trip to South Korea and Taiwan, the strategic role both countries play in the global “computer chipification” revolution currently unfolding, and why country selection is critical in emerging markets.

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>

PREVIOUS ARTICLE

Northcape Capital

Expert Investment Partner

PREVIOUS ARTICLE