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.
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1
Introduction
00:00 • 2min
2
India's Evolution and Future Potential
02:28 • 5min
3
Diversifying Supply Chains: The Rise of China Plus One and Nearshoring in Mexico
07:08 • 3min
4
Investment Approach and Winners/Losers
10:28 • 11min
5
Re-emergence of Emerging Markets and Risk Factors
21:27 • 5min