Is Emerging and Frontier Markets Investing Still Worth It? - with Asha Mehta
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 23 November 2022
⏱️ 48 minutes
🧾️ Download transcript
Summary
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
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249: Should You Invest in India?
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Transcript
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| 0:00.0 | Welcome to Money for the Rest of Us. |
| 0:01.8 | This is a personal finance show on Money. |
| 0:04.4 | How it works, how to invest it, |
| 0:06.2 | and how to live without worrying about it. |
| 0:08.6 | I'm your host, David Stein, and today is episode 411, |
| 0:12.7 | and Camden and I are having a discussion |
| 0:15.6 | with a super smart investor, Asha Meta, |
| 0:19.0 | on emerging markets and frontier markets. |
| 0:22.0 | She's a quantitative investor. |
| 0:24.5 | We'll start with having Camden introduce Asha |
| 0:26.6 | and what we're covering today, |
| 0:28.5 | and then we'll get into the interview. |
| 0:30.2 | Just a note, I'm recording this introduction |
| 0:32.2 | separate from Camden's recording of Asha's bio |
| 0:36.2 | because he's traveling in Japan currently. |
| 0:39.6 | We actually held the interview while he was in Japan. |
| 0:42.2 | I was in the US and Asha, I'm not sure where she was. |
| 0:45.1 | So we'll go ahead and get started with introduction |
| 0:47.5 | and then we'll jump right in to the interview. |
| 0:49.6 | I think you'll enjoy it because I definitely learned a lot |
| 0:53.1 | about what's going on with emerging |
| 0:54.9 | in frontier markets and quantitative investing. |
... |
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