James Donald

Portfolio Manager/Analyst at Lazard
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  • In emerging markets, you have 20% to 30% discounts in stock price-to-earnings valuations compared to developed markets, and profitability that is not far away from developed markets. It is complicated, no question, but we think it’s a relatively attractive time to be in emerging markets.

    9 December 2019
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  • Lazard
    Portfolio Manager/Analyst
    started Oct 1996