Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.
![](https://www.mondrian.com/wp-content/uploads/2024/04/Korea-EM-pic--scaled.jpg)
Emerging Markets Equity Investment Outlook – Q1 2024
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.