There is a feeling that we are in a period of change and return to normality, not only in respect of the global economy as a whole, but in relation to the internal drivers of individual markets. This being driven by higher interest rates, leading to more regionalisation and competition between developed and developing nations. At J O Hambro Capital Management our emerging market fund managers have distinct approaches. We sat down with fund managers, Ivo St Kovachev, Samir Mehta and Ada Chan to discuss the challenges regarding the cost of capital, geopolitical risks, and the opportunities for asset allocators in emerging markets.

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