Beyond Macro: A Value Lens On Emerging Markets Equity
Source: SeekingAlpha
2026-05-21 01:00:00 ET
Anu Rajakumar: When most investors think about emerging markets, they think top-down: country-level macro calls, currency bets, commodity cycles. They think growth, equating fast-growing economies with fast-growing portfolios. They tend to treat emerging markets as a monolithic block, one allocation, one thesis. But what if those assumptions are exactly what gets in the way of potential returns?...
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Beyond Macro: A Value Lens On Emerging Markets Equity
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