Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns
Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns
Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths
Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths
Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%
Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%
Patrick Russel of Northcape Capital also sees poor governance, weak judiciary as threats to EM growth
Ross Cameron of Northcape Capital says discerning investors can find high-quality growth companies on the cheap.
Orthodox monetary policies through the pandemic have put emerging markets ahead of the curve, says Ross Cameron of Northcape Capital.
The real question is whether China is strong enough to let developers fail, says portfolio manager Ross Cameron
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