Opportunities in emerging markets for 2023 and beyond, January 2023

In a whistle-stop tour of emerging markets, Rob Brewis, co-manager of the FundCalibre Elite Rated Aubrey Global Emerging Markets Opportunities fund, starts by telling us about the Chinese companies that did well in 2022 despite the stock market falling around them. He also gives his thoughts on India, the potential of Indonesia, and the outlook for Brazil under its new president. Rob wraps up by offering an insight into two of the fund’s more interesting holdings, Proya Cosmetics in China and Eicher Motors in India.

Published on 19/01/2023 2:44pm