A high-quality business with above average growth, margins and multiple competitive advantages
I linked to your post for my Monday EM links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-october-28-2024 A few funds own or have talked about it e.g. On the road: Indonesia from abrdn (I think it was fund managers from Asia Dragon Trust Plc (LON: DGN)): https://www.abrdn.com/en-gb/dgn/news-and-insights/insights/on-the-road-indonesia-dgn-dec-23
I linked to your post for my Monday EM links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-october-28-2024 A few funds own or have talked about it e.g. On the road: Indonesia from abrdn (I think it was fund managers from Asia Dragon Trust Plc (LON: DGN)): https://www.abrdn.com/en-gb/dgn/news-and-insights/insights/on-the-road-indonesia-dgn-dec-23