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.

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Show Notes

Power of Capital by Asha Mehta

Global Delta Capital

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