GMO On Finding Value Where Expectations Are Low [VIDEO]

0
GMO On Finding Value Where Expectations Are Low [VIDEO]

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.

This Odey Cub Is Waiting For A Pullback To Buy Financials

Crispin OdeyMichele 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


No posts to display