17 min

160. Why India has a larger pool of quality companies than other emerging markets FundCalibre - Investing on the go

    • Investing

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 could mean they perform better in the next decade than the last. He explains why the pool of great businesses in India is a lot bigger than in most other markets and tells us about United Breweries, the Indian Heineken subsidiary, which has been the best performing stock in the portfolio so far this year.

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 could mean they perform better in the next decade than the last. He explains why the pool of great businesses in India is a lot bigger than in most other markets and tells us about United Breweries, the Indian Heineken subsidiary, which has been the best performing stock in the portfolio so far this year.

17 min