Impact Investing in Emerging Markets

Exploring the multiplier effect of investing in skilled individuals running businesses in hard-to-reach markets, leading to economic development, job creation, and empowerment. Discussing risk-adjusted returns, portfolio construction approach, and the importance of building healthy investment communities and entrepreneurial ecosystems in emerging markets. Highlighting surprising growth in countries like Italy, Australia, and potential investment opportunities in Southeast Asia, as well as challenges and opportunities in large economies like China and India.