AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Capital Ideas Investing 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
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
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.
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