241. Is the outlook for global emerging markets improving?

<p>Rasmus Nemmoe, manager of the FSSA Global Emerging Markets Focus fund, talks to us about the outlook for emerging markets and the factors in play today that have influenced past performance. He explains which companies are bucking the trend and gives examples from the portfolio including South African and India banks and the Mexican Starbucks operator. Rasmus also explains how the fund has evolved since the pandemic and how it has managed to outperform despite market conditions. <br/><br/><b>What’s covered in this episode: </b></p>Why emerging markets have disappointed in the past decadeWhich companies have in...