Emerging markets may have borne the brunt of increased volatility recently but Naomi Waistell, Fund Manager on the Emerging Markets & Asia Team, talks about why she feels the subsequent selloff is unjustified, throwing up positive valuation opportunities as a result. She also explains why the Polar Capital Emerging Market Stars Fund is underweight China and overweight India as well as why the companies she is looking to invest in are the “enablers of a green revolution”.

Third-party Data: Some information contained herein has been obtained from third-party sources and has not been independently verified by Polar Capital. Neither Polar Capital nor any other party involved in or related to compiling, computing or creating the data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any data contained herein.