Sources of Value

11/27/2019

Seafarer Capital’s Andrew Foster and Paul Espinosa describe how they believe emerging-markets investing has changed, the seven “sources of value” they expect to be unlocked in target companies, how they’re processing events in Hong Kong and China, and why they see unrecognized value in Shangri-La Asia, Moneta Money Bank and HRnetGroup.

If you are a subscriber, log in to access the issue and bonus archive: