MILLTRUST INTERNATIONAL
 

Emerging Markets: Turmoil or Opportunity

April 16, 2020

BY Milltrust International Group

Eric Anderson, Head of Emerging Market Investments at Milltrust International, delivered the Keynote Address for the Financial Services Club webinar on Emerging Markets on April 16th 2020.

Challenges/Turmoil:  What is it going to take for Emerging Markets to turn the corner?

  1. China stabilising
  2. Avoiding liquidity crisis

Opportunities: How to navigate the EM market to find the opportunities?

  1. Country analysis. Differentiate between countries.
  2. Stock analysis. What qualities/factors to focus on.

Emerging Markets: Turmoil or Opportunity