The selloff in emerging markets has created buying opportunities in companies like South American farmland owner Adecoagro, says Jon Brodsky, portfolio manager, Advisory Research International Small Cap Value Fund. George Soros has a significant stake in Adecoagro and it also has an ethanol processing business which adds to its value, says Brodsky. He is also bullish on China Cord Blood and is secure in its corporate governance, especially since KKR has taken a stake in the company.
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