Article taken from: www.morningstar.co.uk
VIDEO: Mobius Investment Trust’s Carlos Hardenberg talks emerging markets opportunities in healthcare and fingerprint recognition software companies Holly Black 1 December, 2020 | 2:26PM Holly Black: Welcome to Morningstar’s 3 Stock Picks. With me is Carlos Hardenberg. […] The first one is our fund which gives you exposure to probably one of the most unique set of companies in frontier and emerging markets which you otherwise can’t get exposure to, or at least is very hard. […] You have to have strong relationships to your clients, also to your landlords, they’re renting a lot of the spaces and they have to have a conservative capital structure. […] They were very well-capitalized so they were able to endure this period quite well and recovered very nicely and now aggressively moved further into telemedicine, which is a big thing because especially online consulting which Europe is still struggling to get into is becoming very quickly mainstream in some of those markets.
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