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How can investors identify promising Emerging Markets?

Hint: Watch where the tourists go, says Senior Fund Manager Paul Wimborne. 

  • Paul Wimborne
03 Oct 2022
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View PDF   Download PDF  
When investing in Emerging Markets, consider going where the tourists go. That’s the message from Paul Wimborne, who co-manages JOHCM’s Emerging Markets Opportunities Fund.

For Paul and his EM team, investing starts at country-level – which means a lot of time spent sifting through national data before deciding where to invest. One of the best indicators of the health of a country is its tourism levels, he
says.
 
 

Disclaimer

The views expressed are those of the portfolio managers as of October 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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