Money For the Rest of Us

Is Emerging and Frontier Markets Investing Still Worth It? - with Asha Mehta

Nov 23, 2022

44:14

Highlights

AI Chapters

Episode notes

Emerging Markets

05:05

The Power of Capital in Emerging Markets

04:33

Is China a Technology Powerhouse?

04:18

Introduction

3min

Is It Possible to Make a Truly Objective Decision by Itself?

4min

Do Quant Models Need to Be Updated?

4min

Emerging Markets

5min

Investing in Emerging Markets

5min

Zero COVID - What's the Greatest Risk?

5min

Is China a Technology Powerhouse?

4min

The Power of Capital in Emerging Markets

5min

Should We Really Be Funding Their Ecosystems?

5min

10.

Emerging Markets - The Future Is Now, David?

4min

11.

Investing in Frontier and Emerging Markets

3min

12.

The Insider's Guide - MoneyForTheRestivest.com

2min

Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well as the risks.

Topics covered include:

How to go about investing in emerging markets
Should you invest in China
Where are the most promising emerging and frontier markets
Why aggregate emerging markets earnings have been lackluster
How to balance quantitative analysis with subjective reasoning

For more information on this episode click here.

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Show Notes

Power of Capital by Asha Mehta

Global Delta Capital

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