7 October 2019
In the 1990s, I had a front row seat to the wave of investment that was then flowing into emerging markets, first as a government trade specialist and later as an equity analyst in Russia. This was the beginning of a 20 year run for emerging markets, when structural reforms, global economic integration and commodity supercycles translated into equity outperformance against the S&P. I’ve since made the shift to working in trade credit technology, but knowing the role that development finance played in the EM story, I think there’s an unmistakable place for impact investors in this one today.
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