Capital Ideas Podcast cover image

Thinking outside the U.S. box: Emerging markets opportunities

Capital Ideas Podcast

00:00

Navigating Memories and Markets

This chapter starts with a humorous anecdote about a child's birthday party, leading into a discussion on the speakers' experiences setting up a trading desk in Singapore during the late 1990s financial crisis. They reflect on their long-term professional relationships and the risks associated with investing, particularly in emerging markets like India. The conversation highlights India's growth potential, driven by its youthful population and favorable economic conditions, while emphasizing the importance of a disciplined investment strategy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app