Portfolio manager Sam Polyak joins host Pamela Ritchie for a discussion on emerging markets. For Canadian investors, Sam manages Fidelity Emerging Markets Fund, and takes a “growth at a reasonable price” approach. Sam shares that Brazil, India and Indonesia had a tough time with COVID but now has higher vaccination rates. Investment opportunities are being created by people in those countries staying at home less, traveling more, and spending more. Among other topics, Sam and Pamela also look at investing in China, which includes certain domestic companies performing well of late, and a current trend of premiumization in China. Sam notes that emerging markets are a good place for U.S. and Canadian investors to diversify grow at different speeds and cycles from developed countries.

Recorded on September 29, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_access2021_polyak.pdf