The Intrinsic Value Podcast - The Investor’s Podcast Network
MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter
Dec 8, 2023
Kevin Carter, an expert in emerging and frontier markets, discusses getting started investing internationally, lessons from shorting Amazon, and the importance of investing in the emerging market consumer sector. He also highlights concerns about fraud and accounting standards in China.
01:14:47
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Quick takeaways
- Investing in emerging markets offers significant growth potential due to the rising demand for goods and services in these rapidly expanding economies.
- The home country bias limits investors from benefiting from opportunities beyond their domestic markets, causing them to miss out on the fastest-growing sector of the world economy.
Deep dives
Investing in Emerging Markets
Investing in emerging markets offers a great growth opportunity due to the large and rapidly expanding population. As billions of people in emerging markets seek better lifestyles, there is a significant demand for various goods and services. However, traditional indexes and ETFs focused on emerging markets often fall short. These indexes are filled with state-owned enterprises that prioritize political motives over profit. As a result, investors miss out on the real growth potential of dynamic emerging market companies, such as the rising internet giants in countries like China, Russia, and Brazil.
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