Lejos de los focos del sector chino de internet, el impulso digital de la India ha ido cobrando velocidad. Nuestro equipo de Emerging Markets Equity señala las tendencias que se deben analizar.
En los mercados emergentes, la divulgación de información empresarial sobre los factores ESG es heterogénea, y ahí reside la oportunidad para los inversores que miran más allá de la superficie.
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