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India’s economy has been profoundly transformed in recent years, something which has not been fully understood by investors.
Rob Brewis, one of the lead fund managers on the Aubrey Global Emerging Markets Fund, is finding more opportunities for retail and institutional investors in companies in India (which now accounts for 42% of the portfolio), Thailand, Indonesia, Vietnam, Korea and Taiwan.
With China unlikely to give up its zero-COVID stance, we expect another month of disruption in the mainland before the situation normalizes in May.
Russia has so far been able to avoid default on its external, foreign currency denominated, government debt. However, the risk of default is rising.
Rize Pet Care UCITS ETF (PETZ) – Europe’s first pet care ETF – and Rize Emerging Market Internet and Ecommerce UCITS ETF (EMRJ) – Europe’s latest EM digitisation ETF.
Russia has or will be removed from debt and equity indices, removing some of the technical headwinds facing emerging markets (EM) and potentially limiting broader contagion over time.
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