Notes from the Road: Emerging Markets
We were back in Brazil for the first time since 2019.
Last time out, we didn’t comment much on politics. While the new US administration was yet to take office, one had to assume that it would be thoughtful and logical in its policy agenda.
Read more about Reflections & Insights – Q2 2025Insights |
We were back in Brazil for the first time since 2019.
Insights |
One of the favourite things that GuardCap Emerging Markets team like to do as investors is …
The last two years have been tumultuous, to say the least, with a seemingly unending onslaught of challenges…