Capital Ideas Podcast
Emerging markets investing: Four decades of wisdom
Mar 27, 2025
Victor Kohn, a trailblazer in emerging markets investing at Capital Group, reflects on his remarkable four-decade career. He recounts his early days analyzing South American markets and the evolution of investment philosophies. Kohn shares his optimistic views on China, emphasizing its transformative economic potential. He also discusses mentorship, the significance of a patient investment approach, and the dynamic shifts in India’s landscape. His personal journey to U.S. citizenship adds depth to his insights, making for a profound discussion.
31:05
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Quick takeaways
- Victor Kohn emphasizes the value of hard work and perseverance as foundational principles shaped by his immigrant background, influencing both his personal and professional life.
- He advocates for a nuanced approach to understanding emerging markets, urging investors to evaluate individual companies rather than broadly categorizing countries.
Deep dives
Victor Cohn's Journey and Values
Victor Cohn reflects on his journey as a first-generation immigrant from Chile and how his parents’ struggles shaped his work ethic and values. They instilled in him the belief that success comes from hard work and perseverance, rather than entitlement. His story underscores the importance of earning achievements, which he carried throughout his nearly four-decade career at Capital Group. This foundation has influenced not only his personal life but also his professional approach to investing.
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