Northcape Capital – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 27 Feb 2024 18:26:52 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Northcape Capital – Investment Executive https://www.investmentexecutive.com 32 32 Transcript: Prospects for India and China couldn’t be more different https://www.investmentexecutive.com/soundbites/transcripts/transcript-prospects-for-india-and-china-couldnt-be-more-different/ Tue, 27 Feb 2024 18:01:38 +0000 https://www.investmentexecutive.com/?p=480882 Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths

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]]> Prospects for India and China couldn’t be more different https://www.investmentexecutive.com/soundbites/economy/prospects-for-india-and-china-couldnt-be-more-different/ Tue, 27 Feb 2024 18:01:33 +0000 https://www.investmentexecutive.com/?p=480885 Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths

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]]> Conditions ripe for EM outperformance in 2024 https://www.investmentexecutive.com/soundbites/equities/conditions-ripe-for-em-outperformance-in-2024/ Tue, 30 Jan 2024 18:01:30 +0000 https://www.investmentexecutive.com/?p=479320 Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%

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]]> Transcript: Conditions ripe for EM outperformance in 2024 https://www.investmentexecutive.com/soundbites/transcripts/transcript-conditions-ripe-for-em-outperformance-in-2024/ Tue, 30 Jan 2024 18:01:02 +0000 https://www.investmentexecutive.com/?p=479315 Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%

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]]> Dollar-dependent EMs face biggest economic hurdles https://www.investmentexecutive.com/soundbites/economy/dollar-dependent-ems-face-biggest-economic-hurdles/ Tue, 02 May 2023 17:03:59 +0000 https://www.investmentexecutive.com/?p=464662 Patrick Russel of Northcape Capital also sees poor governance, weak judiciary as threats to EM growth

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]]> Emerging market opportunities increase as valuations drop https://www.investmentexecutive.com/soundbites/economy/emerging-market-opportunities-increase-as-valuations-drop/ Tue, 25 Oct 2022 17:01:21 +0000 https://www.investmentexecutive.com/?p=453953 Ross Cameron of Northcape Capital says discerning investors can find high-quality growth companies on the cheap.

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]]> Stage is set for years of outperformance by emerging markets https://www.investmentexecutive.com/soundbites/economy/stage-is-set-for-years-of-outperformance-by-emerging-markets/ Tue, 19 Apr 2022 17:01:55 +0000 https://www.investmentexecutive.com/?p=442939 Orthodox monetary policies through the pandemic have put emerging markets ahead of the curve, says Ross Cameron of Northcape Capital.

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]]> China real estate troubles are sign of strength, not weakness https://www.investmentexecutive.com/soundbites/equities/china-real-estate-troubles-are-sign-of-strength-not-weakness/ Tue, 26 Oct 2021 17:01:24 +0000 https://www.investmentexecutive.com/?p=432158 The real question is whether China is strong enough to let developers fail, says portfolio manager Ross Cameron

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]]> Tailwinds offer emerging markets growth momentum https://www.investmentexecutive.com/soundbites/equities/tailwinds-offer-emerging-markets-growth-momentum/ Tue, 09 Mar 2021 18:01:30 +0000 https://www.investmentexecutive.com/?p=417299 Portfolio manager Ross Cameron is particularly bullish on South Korea, Taiwan, and India

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]]> Improving investor returns with ESG https://www.investmentexecutive.com/soundbites/economy/improving-investor-returns-with-esg/ Tue, 09 Feb 2021 21:00:50 +0000 https://www.investmentexecutive.com/?p=415706 Ross Cameron of Northcape Capital says investing in companies that achieve high ESG targets can be both ethical and profitable

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