LatAm growth and commodities offering compelling opportunities

The last few months have disproved a theory that has become current in recent times - that of decoup...

The last few months have disproved a theory that has become current in recent times - that of decoupling. The theory goes that the growth emanating from emerging markets had become so strong that it had in fact decoupled from the rest of the world and would continue in spite of the growth dynamics in the developed world. The idea came about from the impressive stock market performance of global emerging markets, which have consistently outperformed developed markets over the last five years. This is a view we at Neptune have never subscribed to. While countries like China may grow to one ...