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Patrick Russel of Northcape Capital also sees poor governance, weak judiciary as threats to EM growth
Rob LeDoux of J.P. Morgan Asset Management says language, regulatory policies, customs and norms all come into play in analyzing ESG efforts
Ross Cameron of Northcape Capital says discerning investors can find high-quality growth companies on the cheap.
Portfolio manager Ross Cameron is particularly bullish on South Korea, Taiwan, and India
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