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Julian Mayo Benedicte Gravrand, Opalesque Geneva:
Charlemagne Capital, an independent asset management group, was set-up in London in 2000 as a specialist in emerging markets equities; it now runs long-only, absolute return and long/short funds. Most people in this company have been looking at emerging markets for a long time, sometimes even throughout their whole career, and that goes for the firm's co-CIO, Julian Mayo, who started his career in Hong Kong with Schroders in the 1980s.
He recently spoke with Matthias Knab in an Opalesque TV interview, looking back at how quickly emerging markets have developed, describing Charlemagne's current frontier market bets, the challenges of investing in emerging markets, and the current investors' trend.
"Hong Kong was, of course, an emerging market in the 1980s and what is very easy to forget now is how quickly these markets have grown," he noted. Back then, Hong Kong, Singapore "and some plantations in Malaysia" were all you had in terms of emerging markets.
"Of course, since then, you have had a whole raft of developments. You have had the growth of markets in China. You have had the end of hyperinflation in Latin America. You have had the emergence of India for foreign investors. Markets like Korea and Taiwan have been opened up. Apartheid has ended, and, of c...................... To view our full article Click here
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