I wouldn't be surprised if emerging markets over several years are flat... and in this environment you want to be able to pick companies that will be able to grow.

Sammy Simnegar

Categorized in : Company News

We’ve seen this play out before. Last year, when the West put sanctions on Russia, Russian companies couldn’t access U.S. and European markets and had to pay debt due in the upcoming year while the rouble was weakening.