In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets.

Timestamps

1:00 Stocks in portfolio & TSMC

6:04 Nasper

8:23 Buybacks in EM

11:15 General take on China

16:08 Shorting

19:10 India

22:48 Concentrating elsewhere

24:34 Other EM options

27:11 Overlooked themes

29:11 Risks that investors are overlooking

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WSH286 - End of the Funnel Positioning