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Thinking outside the U.S. box: Emerging markets opportunities
Capital Ideas Investing Podcast
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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode