The Long View Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’
Oct 1, 2024
Jack Nelson, the lead manager of a sustainability strategy for global emerging markets, brings valuable insights from his extensive experience. He shares transformative experiences that shaped his investing approach in markets like India, China, and Brazil. The conversation delves into the significance of analyzing individual businesses rather than macroeconomic factors, addressing the complexities of governance and the risks in countries like China. Nelson also emphasizes the need for robust communication between investors and companies to foster corporate responsibility and sustainable practices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Emerging Markets: Insights on Investment Logistics and Advantages
03:01 • 2min
Navigating Emerging Markets: Insights and Strategies
05:19 • 27min
Governance Evolution at Samsung: From Family Control to Professional Management
32:41 • 4min
Engagement Strategies in Sustainable Investing
36:33 • 10min
The Responsibility of Managing Client Capital
46:40 • 4min