‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets
Investors' Chronicle · Investors' Chronicle
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Show Notes
In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets.
Timestamps
1:00 Stocks in portfolio & TSMC
6:04 Nasper
8:23 Buybacks in EM
11:15 General take on China
16:08 Shorting
19:10 India
22:48 Concentrating elsewhere
24:34 Other EM options
27:11 Overlooked themes
29:11 Risks that investors are overlooking
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