Turning Stones Blog

In search of quality

Conversations with a fresh perspective on issues faced by companies and investors – ranging from risks and opportunities, to bottom-up insights from our deep, investigative research, and views on ESG.

Quality Growth Boutique
Turning Stones Blog | Read | 7 min

Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors – epidemics, scandals, inflation, deficits, and natural disasters. There is huge potential and risk in the EM. Investors need to guard compounding from trouble with a focus on governance. The challenge is putting up with the volatility. But low volatility is not the same as low risk for long-term investors.

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