Prime Minister Narendra Modi's party failed to deliver the expected landslide win, clouding the outlook for growth and reform policies.
Polen Capital, an investment management company, released its “Polen Emerging Markets Growth Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 1.48% gross and 1.25% net of fees in the quarter compared to 2.37% for the MSCI Emerging Markets Index. Emerging market securities rose in the […]
Harding Loevner, an asset management company, released its “Emerging Markets Equity Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund declined 0.1% gross of fees and fell short of the MSCI Emerging Markets Index, which posted a return of 2.4%. Weak stock selection in […]