Episode 383

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

Rebecca Hotsko chats with Asha Mehta. In this episode, they discuss why investors may want to consider investing in emerging and frontier markets for higher returns, which emerging markets Asha is most bullish on, why inflation has actually been positive for some emerging market’s stock returns, what additional risks investors need to consider before investing in emerging market stocks, which emerging markets are too risky to invest in, how investors should think about the delisting threats of Chinese equities, and so much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

October 13, 202243m 9s

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Show Notes

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Global Delta Capital.
Get Asha’s book: POWER OF CAPITAL.
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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MI228: Investing in Emerging &amp; Frontier Markets w/ Asha Mehta

Show Notes

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