In a recent interview with Das Investment, Carlos Hardenberg shares his perspective on why resilience across emerging markets continues to strengthen, driven by deeper global integration and sustained investment in innovation and R&D.
He highlights the importance of focusing on high-quality, often overlooked companies that are globally competitive and benefiting from structural trends such as AI infrastructure growth. He also discusses the key drivers behind recent fund performance, particularly mid-sized technology companies experiencing strong demand and order momentum.
Carlos further outlines why he remains constructive on India despite elevated valuations, pointing to robust economic growth, improving talent dynamics, and expanding capital markets. In contrast, he takes a more cautious stance on China due to governance and shareholder alignment considerations, favouring indirect exposure through companies operating there.
Read the full article here on Das Investment
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