Asset Manager Targets $600 Million Fund for Virus-Hit South African Firms

The video discusses the challenges faced by emerging markets, particularly South Africa, in the post-COVID era. It highlights the limited fiscal and monetary space compared to developed economies and the importance of supporting productive capacity. The discussion includes investment opportunities in South Africa, the role of international investors, and the criteria for selecting companies, including ESG considerations. The video also addresses the lack of safety nets in emerging markets and proposes a model for economic recovery that could be applied in other regions.

In what ways can ESG criteria influence investment decisions in emerging markets?

How might the investment model discussed be applicable to other emerging markets?

What factors contribute to the unique nature of South Africa's capital market?