Navigating the China Syndrome
By: Fredrik BjellandThe latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
Fredrik manages the equity fund SKAGEN Kon-Tiki.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
The latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With its clear ...
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