Preview
Creating Expectations
11/27/2024Kunal Desai and Marcin Lewczuk of GIB Asset Management explain how they narrow their emerging-markets field of play before looking at valuation, their current takes on positive-sentiment India and negative-sentiment China, why they avoid making geographic bets, and why they see mispriced upside in APR Co., Genomma Lab and Aspeed Technology.
If you are a subscriber, log in to access the issue and bonus archive:
- To subscribe, please visit our subscription page.
- To buy this single issue now, please click here.