Episode description
Episode description
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.
Sponsors
MasterClass - Get two annual memberships for the price of one
Masterworks – invest in contemporary art
Show Notes
Power of Capital by Asha Mehta
Related Episodes
249: Should You Invest in India?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.