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Patrick Russel of Northcape Capital also sees poor governance, weak judiciary as threats to EM growth
Ross Cameron of Northcape Capital says discerning investors can find high-quality growth companies on the cheap.
Orthodox monetary policies through the pandemic have put emerging markets ahead of the curve, says Ross Cameron of Northcape Capital.
The real question is whether China is strong enough to let developers fail, says portfolio manager Ross Cameron
Portfolio manager Ross Cameron is particularly bullish on South Korea, Taiwan, and India
Ross Cameron of Northcape Capital says investing in companies that achieve high ESG targets can be both ethical and profitable