Alice Stretch

Alice Stretch, an investment manager with Baillie Gifford’s Emerging Markets Equity Team, dives into the world of innovative companies in Asia and Latin America. She discusses how emerging markets are leapfrogging their Western counterparts, highlighting firms like Pony.ai, which launched robo-taxis during a storm, and E Ink, transforming displays in retail. Stretch showcases disruptors like PolicyBazaar and Nubank, illustrating their ability to thrive without legacy systems. The conversation emphasizes long-term investing potential in these dynamic markets.