Fuori dal raggio del riflettore puntato sul settore internet della Cina, l’impulso alla digitalizzazione dell’India è andato accelerando. Il nostro team azionario dei mercati emergenti evidenzia i trend da tenere sotto osservazione.
Le informative ESG delle società nei mercati emergenti non sono omogenee, ed è questo che offre opportunità agli investitori che guardano sotto la superficie.
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