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Is Emerging and Frontier Markets Investing Still Worth It? - with Asha Mehta

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Manage episode 347873085 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well as the risks.

Topics covered include:

  • How to go about investing in emerging markets
  • Should you invest in China
  • Where are the most promising emerging and frontier markets
  • Why aggregate emerging markets earnings have been lackluster
  • How to balance quantitative analysis with subjective reasoning

For more information on this episode click here.

Sponsors

MasterClass - Get two annual memberships for the price of one

Masterworks – invest in contemporary art

Show Notes

Power of Capital by Asha Mehta

Global Delta Capital

Related Episodes

249: Should You Invest in India?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

492 episoade

Artwork
iconDistribuie
 
Manage episode 347873085 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well as the risks.

Topics covered include:

  • How to go about investing in emerging markets
  • Should you invest in China
  • Where are the most promising emerging and frontier markets
  • Why aggregate emerging markets earnings have been lackluster
  • How to balance quantitative analysis with subjective reasoning

For more information on this episode click here.

Sponsors

MasterClass - Get two annual memberships for the price of one

Masterworks – invest in contemporary art

Show Notes

Power of Capital by Asha Mehta

Global Delta Capital

Related Episodes

249: Should You Invest in India?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

492 episoade

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