Valuing the long-term opportunity in emerging markets

Arisaig’s core belief is that purposeful growth businesses will deliver compound returns in emerging markets. They do this by focusing on multiple stakeholders and in doing so earn the right to grow over the very long term. As an investor trying to value this long-term opportunity for the last two decades, we have built tools […]
Evaluating inflation risks in emerging markets at Arisaig

While country risk has manifested itself this year most obviously in the shape of geopolitical risk, arguably the bigger impact from Russia’s invasion of Ukraine on our target geographies will be the commodity price shock. In some cases, the news is positive. Brazil, for example, receives a welcome boost to its public finances from growing […]