The Intrinsic Value Podcast - The Investor’s Podcast Network

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

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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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          • Connect with Asha: LinkedIn 

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          The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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