Fergus Argyle of EFG New Capital explains why his emerging markets fund is not invested in either China and Vietnam. He says he prefers markets such as Mexico and India, as a form of his China plus one strategy.
Fergus Argyle of EFG New Capital explains why his emerging markets fund is not invested in either China and Vietnam. He says he prefers markets such as Mexico and India, as a form of his China plus one strategy.