MI228: Investing in Emerging & Frontier Markets w/ Asha Mehta
发布时间 2022-10-13 09:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
02:01 - Why you might want to invest in emerging and frontier markets.
04:50 - What a frontier market is and why does a country’s classification matter for stock returns?
07:50 - What are the factors expected to drive emerging markets growth going forward?
10:13 - What sub sectors will benefit most from greater adoption of technology in emerging and frontier economies?
18:22 - What is the best way for investors to get exposure to emerging/frontier markets?
21:18 - Why Asha recommends an active, diversified approach to investing in emerging and frontier markets over buying a passive index.
23:43 - Why inflation has actually been positive for some emerging market’s returns.
27:36 - Is China too risky to invest in?
27:36 - Should US investors be worried about the delisting threat of Chinese equities?
40:04 - Which emerging markets Asha thinks are overvalued right now.
41:23 - Why Asha believes India is the next big emerging market.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Related Episode: China, Emerging & Frontier Markets w/ Kevin Carter - MI REWIND.
Related Episode: Are Emerging Markets Undervalued? w/ James Fletcher - MI130.
Related Episode: Frontier Market Investing w/ Maciej Wojtal - TIP422.
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