Published on May 12, 2014
John Authers, the FT’s senior investment columnist talks to Arjun Divecha, head of emerging markets at GMO. Mr Divecha argues that low expectations for GDP growth in emerging markets can obscure the potential for significant stock market returns in emerging markets.
Michele Ragazzi's Giano Capital returned 1.9% for March, taking the fund's year-to-date performance to 1.7%. Since its inception, Ragazzi's flagship fund has produced a compound annual return of 7.8%. According to a copy of the €10 million fund's March update, a copy of which ValueWalk has been able to review, Giano's most significant investment at Read More