VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
DAX has fallen 0.83% over the past five days
Dominik Schubert is joining the firm from Goldman Sachs Bank Europe
Sub-fund of Ashmore SICAV UCITS fund
But opportunities lie in green transition, digitalisation, and defence
Aims to revolutionise access to private markets for wealth clients