Robert Davis, senior portfolio manager - emerging markets and Asia dividend funds at NN Investment Partners, reveals some of the value opportunities in this out-of-favour sector.
Value investing in emerging markets (EMs) remains a fairly niche activity in a region more commonly associated with growth. However, the dynamics that lead to the long-run outperformance of the 'value style' in developed markets are just as applicable in emerging markets - maybe more so when there is an even greater propensity for investors to crowd into the same stocks that are plays on obvious themes such as the growing middle-class consumer or the rise of e-commerce. How to invest in Asia's structural reform story Meanwhile, value investors toil away in dusty, overlooked corners to...
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