Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management
African Allocator Podcast
00:00
Strategic Insights into Emerging Markets
This chapter explores the vision and strategy behind managing the Next Gen Emerging Markets Fund, focusing on identifying significant yet overlooked markets with high growth potential. It contrasts mainstream investment opportunities with strategies that prioritize lesser-known countries like Vietnam, Indonesia, and Nigeria, emphasizing sectors such as consumer and technology. Additionally, the chapter discusses the importance of liquidity management and a dual investment strategy that combines macroeconomic analysis with specific business assessments to guide investment decisions.
Play episode from 02:39
Transcript
