AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Zombieland
The Compound and Friends
Growth in Emerging Markets
O'neil: I don't think there's going to be this sort of speculative d leverging. You just can't buy e m growth. China happens to be a bit of weird outlier. The average company in emerging markets actually has declining earnings per share growth. It's because those markets, it's only like the gigantic statal enterprise, the resource based stata prises that list. So you're talking about petrobra in i inbrazir and luco in in russia. And those are not terribly efficient. A lot of political intervention and all sorts of dominate the e m n thec they they dominate their local marketneses.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode