Twenty years ago, one thing predicted whether or not an emerging markets company would be successful: its access to plentiful capital. But things have changed dramatically, according to Rohit Chopra, a Portfolio Manager/Analyst on the Emerging Markets Equity team. Investors now need to consider a host of factors, including the competence of the management team, the runway for growth, valuations, and macroeconomic context. In this episode, Ron talks to Rohit about how investors can think about companies in the increasingly complex and fast-changing developing world.