The Desi VC with Akash Bhat E154: Why India Is THE Leading Emerging Market for Public Investing | Kevin Carter (Founder & CIO, EMQQ Global)
Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global, a San Francisco based investment management and research firm focused on providing investors access to the fast growing Emerging and Frontier Markets technology sector.
EMQQ Global invests in publicly traded internet and ecommerce companies operating in 50+ countries, including India, China, Brazil, Indonesia, Nigeria, Egypt, Mexico, Vietnam, and Turkey. Through ETFs listed across US, Europe, and Asia, the fund helps investors access the digital consumer revolution reshaping global markets.US investors can tap into this opportunity via three investment strategies:
- EMQQ: Emerging Markets Internet & Ecommerce
- FMQQ: Ex-China Emerging Markets Internet & Ecommerce
- INQQ: India Internet & Ecommerce
Prior to EMQQ, Kevin was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously, Kevin was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000.
In this episode, Kevin outlines how India’s massive, young population, business-friendly reforms in recent years, and world-class education system are fueling rapid growth. He breaks down why India is uniquely positioned to lead the next wave of digital consumption—and why now is the time for investors to pay attention. From mobile payments to food delivery and online education, India’s tech ecosystem is scaling faster than ever, creating unprecedented investment opportunities.
Timestamps
- Opening trailer (00:00)
- Meet Kevin: intro to the episode (01:46)
- How do you break into public market investing? (02:28)
- How do people actually invest in public markets? (04:58)
- Is investing in emerging markets too risky? (11:04)
- What drives investors toward emerging markets? (17:05)
- What exactly is an emerging market? (19:35)
- When did India become an attractive market? (24:00)
- What happens after you invest in an emerging market? (31:15)
- How India stands out from other emerging markets (38:36)
- The future of India’s public markets (51:30)
- How investors can help shape India’s industries (58:38)
- Advice Kevin would give his younger self (1:07:00)
- Kevin’s biggest learnings from investing in India (1:10:43)
- Final thoughts (1:13:51)
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