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When it comes to digitization, many African countries remain underpenetrated compared to other emerging markets. We believe this creates alpha generation opportunity in the region.
Digitization, telemedicine and video gaming are among the sectors and industries experiencing unprecedented growth acceleration across emerging markets.
Accelerated consumption trends in industries such as healthcare, e-commerce and education make these the most attractive opportunities across emerging markets in our view.
In the ongoing debate between emerging markets vs. developed, we examine growth drivers and valuations to assess which is more compelling for global investors now and why.
Emerging markets companies like Reliance Industries are front and center in digital disruption, and recent investments in the company play neatly into our original thesis.
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