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

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 13 October 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Asha: LinkedIn Connect with Rebecca: Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	I think it's fascinating to note that in emerging markets, inflation is actually often a good thing.
0:08.4	Countries in the emerging markets over the last couple of years that have had the highest
0:12.6	inflationary pressures are actually showing very strong returns.
0:20.0	On today's episode, I'm joined by Asha Mehta, who is the founder and chief investment
0:25.2	officer of Global Delta Capital, author of upcoming book Power of Capital, and she has extensive
0:31.8	experience investing in emerging and frontier markets. In this episode, Asha talks all about which emerging markets
0:39.6	she believes offer the greatest return opportunities going forward and why inflation has actually
0:45.1	been positive for some emerging economies. She also talks about which emerging markets she thinks
0:50.5	are too risky to invest in, and I get her thoughts on Chinese equities, and particularly
0:55.6	her thoughts are on the delisting threats related to these stocks, and so much more.
1:01.7	So with that said, I really hope you enjoy today's conversation with Asha Mehta.
1:07.3	You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation.
1:25.6	Welcome to the Millennial Investing Podcast.
1:32.3	I'm your host, Rebecca Hotsko, and on today's episode, I am joined by Asha Mata.
1:38.5	Asha, welcome to the show.
1:40.9	Hi, Rebecca.
1:41.9	I'm so happy to be joining you.
1:47.6	I've been really interested in having someone on the show to talk more about investing in emerging markets. There's lots of opportunities in this space,
1:53.3	but I think what holds a lot of investors back is the additional risk that comes with investing
1:59.0	in emerging in frontier markets. So you have lots of
2:02.6	experience in this area. You launched one of the earliest onshore China strategies in the United States.
	...

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