Re-emerging Markets

Published: Feb. 25, 2020, 6:37 p.m.

Behind the headlines, some of the world\u2019s biggest commodity-driven emerging markets are \u201cgetting it.\u201d They\u2019re cleaning up corporate governance, advancing shareholders\u2019 interests, and inviting private investment. Russia, which had the world\u2019s best-performing stock market in 2019, is a beneficiary of this emerging trend and we think Brazil may be next.\xa0