Capital Ideas Podcast
Emerging markets re-emerging
Aug 31, 2023
Explore the expanding opportunities in emerging markets beyond China, with a focus on near-shoring trend. India's evolution, positive changes, and future potential. Diversifying supply chains with the 'China plus one strategy' and nearshoring in Mexico. Investment approach, winners, and losers, along with the re-emergence of emerging markets and associated risks.
26:29
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Quick takeaways
- Emerging market investment opportunities are broadening to include India, Vietnam, and Mexico through nearshoring and the 'China Plus One' strategy.
- India has promising future investment opportunities due to positive changes and improvements, strong political leadership, and entrepreneurial talent.
Deep dives
Emerging market opportunities beyond China
Brad Freer discusses how emerging market opportunities are broadening out to include many countries beyond China. The catalyst for this expansion is the near-shoring trend, also known as the China Plus 1 strategy, where companies are diversifying their supply chains by building facilities in countries like India, Vietnam, Indonesia, and Mexico.
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