‘Emerging markets better positioned for a post-Covid world’
INVESTORS often clump emerging markets together, but they are a diverse assortment of economies that have responded in a variety of ways to the Covid-19 crisis, often showing more resilience than developed economies. South Africa falls in the middle of the pack, and sometimes we need to step back and compare ourselves with our emerging-market peers for a better perspective on how we are faring.
In a presentation for the Morningstar Investment Conference earlier this month, Alistair MacDonald, senior vice-president and institutional portfolio manager
