Laura Fyfe

Laura Fyfe, an emerging markets analyst at Marathon Asset Management, dives into the potential of smaller capitalization investments that are currently overlooked. She shares insights on how market concentration favors a few major players while revealing lucrative opportunities in countries like South Africa and Mexico. Fyfe discusses lesser-known companies like AVI and Gruma, highlighting their strong governance and growth potential. The conversation emphasizes the value of exploring undervalued markets as alternative investment avenues, contrasting them with more saturated regions.

Laura Fyfe, an Emerging Markets Analyst at Marathon, shares her insights on the turnaround of Greek banks. She explores the evolution of the sector, from its troubled past to newfound profitability thanks to favorable regulatory changes. The conversation delves into the reliability of capital ratios, including concerns about deferred tax credits. Fyfe also discusses the influence of the Greek government on banking, weighing potential risks against emerging opportunities for investment. Overall, she highlights the promising outlook for the National Bank of Greece.