Howard Marks, Oaktree Capital’s co-chairman, recently commented “If you have two piles of assets – one with things that everyone loves, that are priced well and performing well, and the other with assets that everyone dislikes, that have poor price performance and are believed to be troubled – you have to ask yourself where will you find the best opportunities?”

Read our latest insight to understand why Oaktree’s Emerging Markets Equities team believes current broad macro concerns about the “uninvestability” of China may dramatically improve the long-term investment prospects for those capable of identifying fundamentally sound, high-quality companies in a complex market.