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Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next?

Equity Mates Investing Podcast

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The Demographic Dividend in the Middle East and Africa

The demographic point that you made there, I'd love to pick up on because parts of Africa and parts of South East Asia seem poised to take advantage of the demographic dividend. Are these the countries that you see sort of the next leg of global growth coming from or how do you think about these countries where demographics seem to be on their side? Well, I mean, you look at India where it just like China was 30 years ago. It is a fascinating story. So I'd rather have the demographics with me than against me as long as there's enough growth to create jobs.

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