Episode Details

MI228: Investing in Emerging & Frontier Markets w/ Asha Mehta

Episode 383 Published 3 years, 5 months ago

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.

BOOKS AND RESOURCES

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors: