Capital Ideas Podcast
Thinking outside the U.S. box: Emerging markets opportunities
Mar 13, 2025
In this engaging discussion, Brad Freer, an equity portfolio manager at Capital Group with three decades of expertise in emerging markets, dives into the potential of these markets as the decade's breakout star. He shares how evolving tech and social media in these regions present unique investment opportunities. Brad recounts a memorable moment when Prime Minister Narendra Modi retweeted one of his articles, amplifying Capital Group's insights on India. The conversation underscores the value of risk-taking in both investing and life.
31:57
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Quick takeaways
- Emerging markets, particularly India, present significant investment opportunities through favorable economic conditions and improved corporate governance.
- Balancing optimism with a sense of paranoia is crucial for investors to evaluate risks effectively in dynamic markets.
Deep dives
Personal Connections and Shared Experiences
Brad Freer and Mike Gitlin reflect on their long-standing friendship that began in Singapore 30 years ago. Their shared experiences, including the memorable event of dressing in Winnie the Pooh and Tigger costumes for a child's birthday party, highlight the humorous and sometimes challenging moments of parenting. Despite the costumes causing distress among children, they reveal a bond that has strengthened over the years, leading them to work closely at the Capital Group. This deep personal connection underscores the importance of relationships in both their personal and professional lives.
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