Emerging Markets Spotlight

James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.

  • James Syme
10 Apr 2019
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  • Two interesting stories have been developing recently – South Africa (and its relationship with parastatal power company Eskom) and Mexico (and its relationship with parastatal oil company Pemex).
  • It is clear to us that the domestic opportunity in Mexico has a better fundamental underpin than in South Africa, and we are positioned accordingly.


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