Data & Intelligence

Actis: Emerging Markets and COVID-19

What are the macroeconomic considerations for Emerging Markets in relation to the COVID-19 pandemic?

Ewen Cameron Watt, the editor in chief of Actis’ Macro forum, has been analyzing and investing in Emerging Markets for over 30 years. His experience tells him funding dynamics collectively set prices more than any single issue and that recession and weak currency can provide a great opportunity.