Bargain hunt: Range of good value emerging market opportunities worth adding to your basket
Solid fundamentals provide fresh pickings
Stephen Nguyen of Momentum Global Investment Management
2020 witnessed some of the toughest challenges – be it social, economic or political – that most of us have ever experienced. Around this time 12 months ago, the Covid-19 pandemic was gathering momentum, particularly in Asia before it spread further afield, and soon enough the world went into lockdown.
As we slowly emerge from the shadow of the pandemic thanks to vaccine breakthroughs, mobility and global economic growth should gradually increase. Emerging markets, led by the Asian powerhouses (primarily...
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