In this video, Tim Bray, managing partner, Nedgroup investment discusses his firm’s strategy to break down emerging markets by country, and then by company, to work out where the best prospects are. He was speaking on the sidelines of Expert Investor’s Pan-European Congress in Barcelona last month.
How to navigate wild variations between emerging markets
Mix of strategies needed to break down emerging markets by country and then company, says Nedgroup’s Tim Bray
