Why Skerryvore is focusing outside China
Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is choosing a different focus.
The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.