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Kevin Carter, Founder and Chief Investment Officer of EMQQ Global and the INQQ Fund joined Steve Darling from Proactive to highlight the resurgence of emerging markets and the strong performance of EMQQ and INQQ funds in 2025. After more than a decade of lagging behind developed markets, Carter believes the tide is finally turning. He noted that the EMQQ Fund is up 20% year-to-date, reflecting growing investor interest and momentum in markets that have long been overlooked. “We're finally seeing a rotation back into emerging markets,” Carter said, pointing to improving fundamentals and demographic tailwinds. Carter outlined a compelling long-term investment thesis: emerging markets represent 85% of the world's population and 90% of its future, as measured by people under 30. These markets also tend to grow faster economically, and they're now undergoing a massive digital transformation. This transformation is being fueled by the widespread adoption of affordable smartphones, which are providing billions of people with internet access for the first time. “They're not getting laptops,” Carter explained. “They're getting their first-ever computer—and it's a low-cost, Android-based smartphone.” This leapfrog into the digital world is creating enormous opportunities for local tech companies, many of which are held by EMQQ and INQQ. Carter cited WeChat in China, Eternal (formerly Zomato) in India, and Nubank in Brazil as standout examples of companies leading the digital consumer revolution in their regions. While geopolitical tensions—particularly between the U.S. and China—continue to cast uncertainty over global markets, Carter stressed that most of the companies EMQQ focuses on are domestically driven and insulated from export-related risks. He remains optimistic about a rebound in emerging markets and sees this as a long-term shift: “We believe the next decade belongs to the digital consumer in emerging markets. The growth story is just beginning.” #proactiveinvestors #hanetf #EmergingMarkets #Investing #Technology #GrowthOpportunities #India #China #EMQQGlobal #TechInvestment #DigitalTransformation #GlobalEconomy #InvestmentStrategies #MarketInsights #KevinCarter #FinancialNews #EconomicOutlook #FutureInvesting #MarketTrends #EmergingEconomies #InvestorTips #MarketAnalysis #InvestmentPortfolio #DigitalIndia #TechBoom #MarketWatch #EconomicProspects
In this week's podcast I chat with Kevin Carter, founder and CIO of EMQQ, investors in the emerging market technology sector. A really interesting conversation, which I hope you find helpful Key topics: What EMQQ does Kevin's approach Future of Emerging Markets Non Traditional Way to Invest in Emerging Markets China and India Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. EMQQ Global is a San Francisco-based investment management and research firm focused on the Emerging and Frontier Markets Technology Sector. Disclaimer
Capitalizing on Digital Transformations in Emerging Markets with Kevin CarterWelcome to another of the Asia Business Podcast. In this episode, we are privileged to sit down with Kevin Carter, the founder and chief investment officer at EMQQ Global. As an expert in emerging and frontier markets, Kevin brings a wealth of knowledge on the rapid evolution of these economies, particularly focusing on the technology sector.Introduction to Kevin Carter and EMQQ GlobalKevin Carter leads EMQQ Global, an investment management firm specializing in emerging markets technology. His career trajectory, starting from an interview at a leading investment bank in the 90s to creating some of the earliest China-focused ETFs, provides a fascinating backdrop to our discussion.The Journey to Emerging MarketsKevin shares his intriguing journey, from reading a seminal book "A Random Walk Down Wall Street" to his collaborations with financial visionary Burton Malkiel. His experiences underscore the pivotal moments that shaped his focus on emerging markets and the transformative power of technology within them.Broadening Focus Beyond ChinaWhile Kevin's initial ventures primarily focused on China, he expanded his reach, driven by the realization that investors often consider emerging markets as a singular allocation. This strategic decision has allowed EMQQ to capture the broader growth potential inherent in multiple emerging economies.Analyzing the Trends: The Triple Mega Trend in Emerging MarketsKevin explains the three mega trends driving growth in emerging markets:Consumer Growth:As emerging markets like China and India continue their economic ascent, consumer demand for products and services is surging.Technological Advancements:The widespread adoption of smartphones and the internet is catalyzing growth, propelling these markets into unprecedented digital integration.Internet Expansion:With most of the world still transitioning to digital, internet companies in these regions are poised for explosive growth.Addressing Regulatory and Perception ChallengesNavigating the regulatory landscape in markets like China is complex. Kevin discusses the challenges and misconceptions around government interventions in major markets, emphasizing the nuanced dynamics that investors must consider.India on the Horizon: A New Chapter in Emerging MarketsLooking ahead, Kevin is optimistic about India's growth trajectory. With a burgeoning middle class and rapid digital adoption, India, according to Kevin, represents the next big opportunity in emerging markets.Conclusion: A Visionary's Insight into the FutureThrough a blend of insightful analysis and personal experiences, Kevin Carter offers a comprehensive view of the vast opportunities and challenges within emerging markets. His discussion provides invaluable insights for investors and businesses looking to navigate these dynamic spaces.For a deeper dive into these discussions, listen to the full episode of the Asia Business Podcast, where Kevin Carter shares his expertise on emerging markets and the factors driving their transformation. Timestamps00:00 Introduction to the Asia Business Podcast00:35 Kevin Carter's Early Career and Influences03:58 The Birth of EMQQ and Early Ventures07:34 Expanding Beyond China: A Strategic Move12:24 Challenges and Realizations in Emerging Markets20:46 The Internet and E-commerce Revolution25:07 Global Mobile Phone-Based Orders25:48 Regulatory Risks in Emerging Markets27:03 China's Regulatory Landscape30:10 Alibaba and Tencent: Market Dynamics38:18 Impact of Global Trade Policies42:45 Investment Strategies in Emerging Markets46:39 Future Trends in Emerging Markets48:55 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts
EMQQ Global founder Kevin Carter talked with Proactive's Stephen Gunnion about the IMQQ India Internet UCITS ETF, a fund designed to capture the rapid digital transformation happening in India. Carter emphasised that India is experiencing a "digital golden age", driven by three key megatrends: rising consumer demand, widespread smartphone adoption, and expanding internet access. Carter explained that India has the world's largest and youngest population, coupled with one of the fastest-growing economies. As more Indians gain access to affordable smartphones and internet services, they are rapidly integrating into the digital economy. He highlighted that companies in India's internet sector—ranging from food delivery to online beauty retail—are experiencing explosive growth. He also pointed out the India Stack, a government-backed digital infrastructure initiative that has enabled financial inclusion for 800 million people through Aadhaar-based digital identification. This foundation, along with seamless digital payments, is accelerating India's transition into a highly connected economy. Discussing the ETF's methodology, Carter stated that the fund focuses on India's new-age technology companies that dominate e-commerce, financial services, and consumer technology. Some key holdings include Zomato (food delivery), Nykaa (beauty e-commerce), and Makemytrip (online travel services). Although the market has seen a correction recently, Carter remains bullish on India's long-term digital growth, comparing it to China's rise two decades ago. He believes long-term investors have a significant opportunity in India's expanding internet sector. Watch more insightful interviews on Proactive's YouTube channel. Don't forget to like, subscribe, and turn on notifications for the latest updates! #EMQQGlobal #IndiaETF #DigitalIndia #KevinCarter #EmergingMarkets #IndianEconomy #InternetGrowth #InvestmentOpportunities #Aadhaar #IndiaStack #StockMarket #SmartInvesting #TechStocks #FinancialInclusion
Join index innovator and EMQQ Founder Kevin T. Carter and Tellimer CEO Duncan Wales as they explore the rise of equities indices in Emerging Markets and the rise of a digital India.The Emerging Markets Podcast by Tellimer – your single point of entry to emerging markets. Check out the full Tellimer offering here.The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com.
Kevin Carter, Founder and Chief Investment Officer of EMQQ Global and the INQQ Fund joined Steve Darling from Proactive to discuss India's rapidly evolving e-commerce sector and stock market trends following his recent visit to the country. Carter emphasized the explosive growth of "quick commerce", a disruptive retail model delivering goods in under 10 minutes, which is expanding at over 100% annually. This trend is reshaping India's retail sector, challenging both traditional mom-and-pop (kirana) stores and established e-commerce giants like Amazon and Flipkart. Beyond urban centers, investment in second- and third-tier cities is surging, with mutual fund participation from these regions rising from just a few percent to nearly 20%. India's stock market has shown strong long-term growth, but recent corrections have impacted small- and mid-cap stocks. Meanwhile, retail trading activity has skyrocketed, with brokerage accounts growing from 20 million to 170 million in just eight years. Carter also touched on U.S.-China-India relations, noting that potential policy shifts under a Donald Trump administration could influence global investment sentiment. With India's digital economy rapidly expanding, Carter sees significant long-term investment opportunities driven by rising consumer wealth, financial inclusion, and a tech-savvy population. #proactiveinvestors #hanetf #EmergingMarkets #Investing #Technology #GrowthOpportunities #India #China #EMQQGlobal #TechInvestment #DigitalTransformation #GlobalEconomy #InvestmentStrategies #MarketInsights #KevinCarter #FinancialNews #EconomicOutlook #FutureInvesting #MarketTrends #EmergingEconomies #InvestorTips #MarketAnalysis #InvestmentPortfolio #DigitalIndia #TechBoom #MarketWatch #EconomicProspects
In this episode we party with some of the regulars and answer emails from Pete, Tracey, Ralph and Alexi (a/k/a the "Dude"). We discuss domestic and international large cap growth funds, why we prefer portfolios that due comparatively better when using long series data analyses and not their associations with particular guru people, how the Golden Ratio portfolio relates to the 60/40 portfolio, whether you'll see me on Bluesky or most other social media ("no"), and the Dude's continued gambling problems with his Sixty Sixty Portfolio. Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterPete's Correlation Analysis Link: Asset CorrelationsIDMO Fund: IDMO – Invesco S&P International Dev Momt ETF – ETF Stock Quote | MorningstarInternational Large Cap Growth Fund Comparison: testfol.io/analysis?s=4PEQ1YvTbAMPortfolio Matrix Comparison Tool: Portfolio Matrix – Portfolio ChartsThe Dude's Sixty-Sixty Portfolio And Comparisons: testfol.io/?s=1bInsY2fEmIAmusing Unedited AI-Bot Summary:Can you really diversify your portfolio internationally without getting tangled in global market correlations and geopolitical webs? On this episode of Risk Parity Radio, we promise to unravel the mysteries of international large-cap growth ETFs and share insights on navigating beyond U.S. equities with flair. Listener Pete joins us from an airport terminal, seeking our expertise on innovative sectors like tech and semiconductors. We dissect options such as IMTM and EMQQ, weighing their benefits and risks, particularly in the context of Chinese equities. We keep things lively with a light-hearted approach to managing personal finance, reminding you that while investing is serious, there's always room for a bit of humor and creativity.Switching gears, we ditch traditional portfolio strategies and explore modern frameworks for reducing retirement drawdowns. By harnessing tools like Portfolio Charts, we dive into strategies like the Golden Ratio and Golden Butterfly, comparing them to the old-school 60-40 portfolios. Our aim is to empower you to base decisions on data, not outdated norms. We also discuss the role of growth ETFs in deaccumulation, and venture into the world of innovative portfolios like the 60-60 model, while examining the influence of social media on investing. Throughout, we champion independent thinking and celebrate the vibrant contributions of our engaged community.Support the show
In a recent conversation with Steve Darling from Proactive, Kevin Carter, the Founder and Chief Investment Officer of EMQQ Global and the INQQ Fund, delved into the dynamic landscape of emerging markets, focusing specifically on the contrasting trajectories of India and China. Carter underscored India's promising growth prospects, drawing parallels and distinctions with China's remarkable economic ascent over the past two decades. Highlighting India's strengths, Carter pointed to its vast and youthful population, burgeoning economy, and thriving tech sector as key drivers of growth. He elaborated on India's innovative digital infrastructure, which plays a pivotal role in fostering financial inclusion and driving technological advancements across various sectors. Despite India's relatively high market valuation, Carter emphasized that its growth potential, particularly fueled by its digital initiatives, is often underestimated by many investors. This insightful discussion sheds light on India's evolving role as a significant player in the global economy and underscores the compelling investment opportunities it offers. For further expert analysis on emerging markets and strategic investment insights, viewers are encouraged to stay tuned to updates from EMQQ Global. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
India is emerging as a clear beneficiary of China's economic crisis (1:15) - Will India Be The Investment Destination For 2024? (6:05) - The Digitization of India: What Should Investors Be Looking For? (17:55) - India Internet & Ecommerce ETF: INQQ (29:15) - Will We See The Negative Sentiment Change For China Investments Anytime Soon? (37:30) - Will India Become The New China? (44:50) - Episode Roundup: INQQ, EMQQ, INDA, EPI Podcast@Zacks.com
This podcast episode was recorded on Nov. 15, 2023 and released to premium subscribers the following day --without ads. To become a premium subscriber, sign up through our Substack or Supercast. Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don't bother with the indexes. The real opportunities are to be found in individual stocks. Content Highlights The first issue with emerging market investing is the index. These do not accurately reflect the real opportunities (1:19); Individual stocks, especially of technology companies, have performed far better than the underlying index (6:25); There are three mega-trends that point to emerging markets growth over the long term (8:03); South America's E-commerce giant is not in any EM index. Neither is Brazilian digital bank Nu Holdings (15:14); A broad discussion of China, where things are not always as they appear in the western media... (19:22); Right now all eyes are on India. The story there is still in the early innings, but unfortunately options are limited for investors limited to US exchanges... (42:13); Other markets in South Asia also offer compelling opportunities. Especially Bangladesh (48:58). More Information on the Guest LinkedIn: TheKevinTCarter; Website: EMQQGlobal.com.
Get Opto's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show.In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese market and key takeaways from that experience, emphasising the paramount role of the consumer sector in emerging markets and the allure of consumer-oriented internet companies. We shift the focus to India's evolving digital landscape, exploring how key players like Reliance Industries, with their Jio initiative, are contributing to nationwide 4G and 5G connectivity and how other companies, including Zomato and Info Edge, are revolutionising India's digital landscape. We conclude with Kevin sharing why he believes India's economic growth could beat current predictions. Enjoy!Listen to our previous interviews with Kevin here:Learn about INQQ: https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823 Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684 Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Kevin Carter, the Founder and Chief Investment Officer of EMQQ Global, recently discussed the immense potential of emerging markets in an interview with Steve Darling from Proactive. Emerging markets encompass 46 countries, primarily in Asia, South America, Africa, and Eastern Europe, home to 85% of the world's population, offering unparalleled growth opportunities. These markets have been growing at double the pace of developed economies, making them a prime destination for investors seeking growth. Carter emphasized the pivotal role of technology in these markets, citing examples like China and India, where technology-driven companies are experiencing rapid expansion. With the proliferation of affordable Android-based smartphones, emerging market consumers are becoming increasingly digital, leapfrogging traditional infrastructure constraints. India, in particular, caught Carter's attention as a standout emerging market. With its vast and youthful population, fastest-growing economy, booming middle class, and dynamic technology sector, India is poised for exponential growth. Its robust technology education system and unmatched talent pool further enhance its potential. Investors should undoubtedly keep a keen eye on emerging markets, where technology is the driving force behind a promising future. As the digital transformation takes hold, these markets offer abundant opportunities for those looking to diversify and tap into remarkable growth prospects. #proactiveinvestors #hanetf #EmergingMarkets #Investing #Technology #GrowthOpportunities #India #China #EMQQGlobal #TechInvestment #DigitalTransformation #GlobalEconomy #InvestmentStrategies #MarketInsights #KevinCarter #FinancialNews #EconomicOutlook #FutureInvesting #MarketTrends #EmergingEconomies #InvestorTips #MarketAnalysis #InvestmentPortfolio #DigitalIndia #TechBoom #MarketWatch #EconomicProspects #FinancialAdvice#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
Today's returning guest is Kevin Carter, Founder and CIO of EMQQ Global. In today's episode, Kevin pounds the table for India's tech sector. He covers the demographic trends, The India Stack, the difference from China 15 years ago and the current valuations. He also explains why environmental risks are something to keep an eye on in India. Listen to Kevin's Kevin's first appearance on the podcast. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only) Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Bloomberg News Economics Editor Molly Smith and Bloomberg News Cross Asset Reporter Emily Graffeo break down the minutes the Fed's June meeting and look at the impact on the economy and markets. Bloomberg Intelligence Senior Airlines Analyst George Ferguson and Helane Becker, Senior Research Analyst at TDCowen, talk about holiday travel headaches for airline passengers. Kevin Carter, Founder of EMQQ, shares attractive tech investment opportunities in India. Columbus, Ohio Mayor Andrew Ginther discusses the revitalization of Central Ohio. And we Drive to the Close with David Dietze, Senior Portfolio Strategist at Peapack Private Wealth Management.Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Bloomberg News Economics Editor Molly Smith and Bloomberg News Cross Asset Reporter Emily Graffeo break down the minutes the Fed's June meeting and look at the impact on the economy and markets. Bloomberg Intelligence Senior Airlines Analyst George Ferguson and Helane Becker, Senior Research Analyst at TDCowen, talk about holiday travel headaches for airline passengers. Kevin Carter, Founder of EMQQ, shares attractive tech investment opportunities in India. Columbus, Ohio Mayor Andrew Ginther discusses the revitalization of Central Ohio. And we Drive to the Close with David Dietze, Senior Portfolio Strategist at Peapack Private Wealth Management.Hosts: Matt Miller and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Get Opto's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, comes back to Opto Sessions to discuss his India Internet & E-Commerce ETF [INQQ], how it captures exposure to Indian companies emerging in these sectors, and the overall potential for growth in South Asia.Kevin points to the region's large and young middle-class population, becoming increasingly tech-savvy and eager to adopt new digital services and participate in a thriving start-up ecosystem.In this episode, Kevin also walks us through his recent trip to South Asia. He visited several companies in Dhaka, Mumbai, Bengaluru, Delhi and Lahore - some of which are held in the current ETF portfolio. We conclude the episode by identifying other exciting themes developing in the region, including digital payments. Enjoy!Listen to our previous interviews with Kevin here:Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
On this episode of #PaisaVaisa, Anupam sits with Kevin T. Carter- Founder and CIO of EMQQ Global. They talk about the Emerging Markets across the globe and what makes India a compelling market for global investment opportunity. Having launched a one-of-a-kind Index- The India Internet & Commerce Index, Kevin talks ETFs, new age tech stocks, the Indian Market potential and much more on this episode of Paisa Vaisa!Find Kevin T. Carter on social media:Twitter: (https://twitter.com/thekevintcarter/)LinkedIn: (https://www.linkedin.com/in/thekevintcarter//)Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.
Bloomberg Businessweek Editor Joel Weber and Bloomberg News US Economy Reporter Katia Dmitrieva discuss how traditional economic indicators can't predict the timing of a US recession, and newer forecasting methods are untested. Mario Cordero, Executive Director at the Port of Long Beach, talks about the significance of ports within the US economy. Next Round Capital Partners Founder Ken Smythe explains how private companies are being creative to avoid a down round of funding. Kevin Carter, Founder of EMQQ, discusses how China's reopening is signaling positive growth and opportunities for investors. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Bloomberg Businessweek Editor Joel Weber and Bloomberg News US Economy Reporter Katia Dmitrieva discuss how traditional economic indicators can't predict the timing of a US recession, and newer forecasting methods are untested. Mario Cordero, Executive Director at the Port of Long Beach, talks about the significance of ports within the US economy. Next Round Capital Partners Founder Ken Smythe explains how private companies are being creative to avoid a down round of funding. Kevin Carter, Founder of EMQQ, discusses how China's reopening is signaling positive growth and opportunities for investors. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
With Kevin Carter, Founder & CIO of EMQQ, The Emerging Markets Internet & Commerce ETF
Kevin Carter is the founder & CIO of EMQQ, an emerging markets internet & ecommerce index. Kevin's a diehard value investor but is also a believer in indexing having partnered with Princeton Economist Dr. Burton Malkiel for over two decades focusing on China/Emerging Markets. The three big megatrends of consumption, smartphones and the internet, make emerging markets an intriguing idea – we perhaps can't see it so clearly living in a developed economy, but as the general standard of living continues to improve globally, there's a massive opportunity. There's of course massive risks too. For one, just because an economy's got a lot going for it, doesn't make their markets a sure fire bet.Please note I am a small investor in this fund.You can learn more about EMQQ here: https://emqqglobal.com/Hey! Can we have a little chat?If you're picking up what I'm putting down, help me build the Everyday Investor community!Spread the word: Write a review anywhere you can, share posts on social media, vote for Pedro! Follow me on YouTube, and if you can, subscribe on Spotify also. Use the following referral/affiliate links. In some cases with these codes, I may receive a financial benefit - in other cases I've waived any benefit so you can get a better deal.Hatch: $10 for you, and $10 for me, if you sign up and deposit $100NZD.Sharesies: $10 for you, and $10 for me, if you sign up for the first time.Easy Crypto: One of NZ's most trusted places to buy/sell your digital assets. Sharesight: Get 5 months free when you sign up to an annual (paid) subscription. CMC Markets: You and I both get $150 if you sign up using this link. *Note CFD's are incredibly high risk investment options(read more here)When you're reviewing your insurance plan or KiwiSaver, obtaining a mortgage or in need of financial advice, use Ungaro & Co Financial Services, the main partner of this podcast. Want to learn more about working with Darcy Ungaro, book in a free 15-min phone call - click on this link.Enough of the sales pitch, what else?1 - You're my inspiration! Most topics are inspired by YOUR questions or suggestions. So, what do want to hear? Ask me anything, suggest a topic!2 - Subscribe to YouTube to get earlier access, participate in live-recordings, and gain additional perspectives from Darcy Ungaro.3 -...
Bloomberg News U.S. Economy Reporter María Paula Mijares Torres shares the details of her Businessweek Magazine story Women Are Smashing the Construction Industry's Concrete Ceiling as Labor Shortages Leave a Void. Bloomberg Economics Chief Economist Tom Orlik explains how a century of Fed crises holds secrets to fight a future recession. Kevin Carter, Founder of EMQQ, discusses China's delisting of companies. And we Drive to the Close with Katerina Simonetti, Senior Vice President at Morgan Stanley Private Wealth Management.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brenna See omnystudio.com/listener for privacy information.
Bloomberg News U.S. Economy Reporter María Paula Mijares Torres shares the details of her Businessweek Magazine story Women Are Smashing the Construction Industry's Concrete Ceiling as Labor Shortages Leave a Void. Bloomberg Economics Chief Economist Tom Orlik explains how a century of Fed crises holds secrets to fight a future recession. Kevin Carter, Founder of EMQQ, discusses China's delisting of companies. And we Drive to the Close with Katerina Simonetti, Senior Vice President at Morgan Stanley Private Wealth Management.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brenna See omnystudio.com/listener for privacy information.
"China is in a tough situation as they are trying to balance Covid lockdowns and the economy. Emerging markets have come down in the recent past. Next Frontier Internet & Ecommerce ETF (FMQQ) includes South Korea, Brazil, India, and Argentina as top countries by weighting. Notable holdings are Mercadolibre (MELI), Sea Ltd (SE), XP Inc. (XP), and Coupang (CPNG)," says Kevin T. Carter. Are China stocks faring better than some U.S. counterparts? EMQQ ETF notable holdings include Tencent (TCEHY), Alibaba (BABA), JD.com (JD), Pinduoduo (PDD), and NetEase (NTES).
In this episode, Stephanie Stanton @ETFguide speaks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the newly launched India Internet & Ecommerce ETF (NYSE: INQQ), plus the Next Frontier Internet + Ecommerce ETF (NYSE: FMQQ) and Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ). Learn more about INQQ and it's portfolio strategy here: https://inqqetf.com/Learn more about FMQQ and it's portfolio strategy here:https://fmqqetf.com/Learn more about EMQQ and it's consumer focused strategy here: https://www.emqqetf.com/#FrontierMarkets #ECommerce #IndiaStocks
EMQQ Global just launched their third emerging market ETF that focuses on the ecommerce and internet companies in the emerging and frontier markets. Kevin T. Carter is best known for launching EMQQ in 2014, which has become one of the top performing emerging market ETFs to date. Carter weighs in on why the INQQ ETF is focused solely on India. "Indian consumers are getting online for the first time through smartphones and its changing the way they live, work, eat, bank and learn," he states.
I last spoke to Kevin T. Carter in October last year, that time to discuss his original Emerging Markets Internet and E-commerce ETF, EMQQ, a fund with over $759 million in net assets. This time we caught up to discuss his second ETF; FMQQ was launched late last year and offers exposure to the Internet and Ecommerce sectors of the developing world, but this time, focusing on frontier markets and perhaps more pertinently, excluding China.I ask Kevin why McKinsey has identified the digital consumer revolution in the developing world as the biggest growth opportunity in the history of capitalism. We discuss his recent trip to South America, where he visited several companies in the current FMQQ portfolio; and we finish by looking ahead, identifying the investment themes most exciting Kevin right now. Enjoy!Listen to my previous interview with Kevin, here: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
ETF Trends' CEO Tom Lydon discusses the Emerging Markets Internet & Ecommerce ETF (EMQQ) on this week's ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. EMQQ is a broad strategy of gaining exposure to the emerging middle-income consumer classes in developing countries and is up 33% since mid-March lows. Developing countries make up 85% of the world's population and have a greater demographic of young people, have faster growth rates, and make up 50% of the global GDP. Investors are traditionally underweight in emerging markets and by putting emphasis on the consumer sectors, it could help to drive growth for fundamentals that are improving.
In this episode, Arianne Alcorta @ETFguide talks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the Next Frontier Internet + Ecommerce ETF (FMQQ) and Emerging Markets Internet & Ecommerce ETF (EMQQ). Learn more about FMQQ and it's portfolio strategy here:https://fmqqetf.com/Learn more about EMQQ and it's consumer focused strategy here: https://www.emqqetf.com/
In this final Season II episode of ETF Battles, you'll watch an emerging markets ETF clash between the Emerging Markets Internet & Ecommerce ETF (EMQQ) vs. the KraneShares CSI China Internet ETF (KWEB). Which ETF wins the battle?Ron DeLegge @ETFguide referees this emerging markets scuffle with guest judges Jessica Ferringer from ETF.com and Eric Balchunas at Bloomberg sharing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com
What Will Happen to Apple? Two Gurus Answer Questions About Why They Own It
Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While he considers himself an active "value" investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called "direct indexing" that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel's publishing of "Investment Strategies to Exploit Economic Growth in China" and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE. Kevin launched EMQQ in 2014 after noticing how the smartphone was changing his personal consumption habits. He now lives in Lafayette, California with his wife and three children. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the live stream: https://youtu.be/faLr_ZeMzIY
In this episode, Stephanie Stanton @ETFguide chats with Kevin Carter, Founder & CIO at EMQQ about key underlying trends in both frontier and emerging markets, e-commerce, technology, internet and how demographics is a game-changer. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the Next Frontier Internet + Ecommerce ETF (FMQQ) and Emerging Markets Internet & Ecommerce ETF (EMQQ). Learn more about FMQQ and it's portfolio strategy here:https://fmqqetf.com/Learn more about EMQQ and it's consumer focused strategy here: https://www.emqqetf.com/
In this episode of First Look ETF, Stephanie Stanton @ETFguide explores new ETFs that invest in frontier markets (FMQQ), bitcoin (BITO) and thematic ESG strategies (CLNR, EQUL, HART, OCEN). The guest lineup for this episode includes:--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE--Kevin T. Carter, Founder & Chief Investment Officer of the EMQQ and FMQQ ETFs --Simeon Hyman, CFA, Head of Investment Strategy at ProShares--Wendy Wong, Head of Sustainable Investment Partnerships, New York Life Investments *********First Look ETF is sponsored by the New York Stock Exchange. Learn more at http://www.HomeofETFs.com*********Get the First Look ETF report delivered to your inboxhttps://www.etfguide.com/snapshot
A Digital Revolution in Emerging Markets with Kevin Carter, Founder & Chief Investment Officer, EMQQ.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over the course of three days, leading investors, creators and thinkers will take the stage in support of SALT's mission: empowering big ideas. #SALTNY
Kevin Carter, Founder and CIO of EMQQ, discusses investing in global tech growth. He also talks about how EMQQ has launched the Next Frontier Internet and ECommerce ETF (FMQQ). Tune in to find out more.
Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value' investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn. Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing', Kevin's ambition had been to improve retail access to financial markets – a clear motivation in his founding of fractional share/dollar investment platform eInvesting, a few years earlier. However, it was a subsequent pivot toward China and Emerging Markets that changed everything. Kevin launched EMQQ in 2014, an Emerging Markets Internet & Ecommerce ETF (available to UK investors). Kevin and I discuss what McKinsey labels the “biggest opportunity in the history of capitalism” by analysing the regions' digital consumer revolution, before studying Evergrande's impact, and how to identify the next Tencent or Alibaba. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
Kevin Carter is the Founder & Chief Investment Officer of EMQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel's publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE.Kevin launched EMQQ in 2014 after noticing how the smartphone was changing his personal consumption habits. He now lives in Lafayette, California with his wife and three children.——————————————————————Registration for SALT New York is now open! Join us September 13-15, 2021 and sign up at https://register.salt.org/event/411f76d9-c215-4719-9bc4-8dfac6cfacdd/summaryWatch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC.
CNBC's Bob Pisani spoke with Kevin Carter, Founder and CIO of EMQQ, Perth Tolle, Founder of Life and Liberty Indexes, and John Davi, Founder and CEO of Astoria Portfolio Advisors. They discussed the great China debate – with China doubling down on new rounds of regulation, should investors get in the game or go running for the hills? Plus, in the ‘Markets 102' portion of the podcast, Bob will continue the conversation with Kevin Carter from EMQQ.
Boom! For todays episode, I have an awesome interview with the man himself Kevin Carter
BIO: Kevin Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. STORY: During the Dot-com boom, Kevin came across Amazon, but he dismissed it as just a bookstore not worth its valuation. He decided to short Amazon and lost a third of his net worth at the time. Had he bought the stock instead of short selling it, he would be $50,000 richer today. LEARNING: Short selling is a bad investment idea. Nobody can do a perfect valuation; always know that you are working with estimates. “Good judgment comes from experience, and experience comes from bad judgment.” Kevin Carter Guest profilehttps://www.linkedin.com/in/thekevintcarter/ (Kevin Carter) is the Founder and CIO of thehttps://emqqetf.com/ ( Emerging Markets Internet & Ecommerce ETF) (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ, Kevin was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Kevin was the Founder & CEO of Active Index Advisors, acquired by Natixis in 2005, and the Founder & CEO of eInvesting, acquired by ETRADE in 2000. Kevin received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company. Worst investment everIn the late 90s, Kevin was a very confident young value investor. He wanted to be like the likes of Warren Buffett. He had worked as an analyst professionally and got paid very well by hedge funds and mutual funds for his research. The Dot.com boom hitsThe Internet showed up, and then the Dot-com bubble burst. Kevin was relatively successful at that point and confident but also a bit naive. Kevin got wind of a new e-commerce company, Amazon, but he thought of it as just a bookstore. He believed that it shouldn’t be valued any differently. He spent a lot of time comparing Amazon to Barnes and Noble and was convinced that it would not amount to much. Kevin concluded that with a $1.4 billion market cap, Amazon’s stock would sell for just a fraction of that. He even predicted that the company would be lucky to sell for $200 million in cash. Short selling AmazonKevin decided to short Amazon in March of 1998. He lost about a third of his net worth in a day and a half. Amazon’s current market cap is $1.6 trillion. Had Kevin not short sold Amazon and instead bought the stock, his position today would be worth $50,000. Lessons learnedDon’t make valuation shortsShort selling to make money is a bad idea because it has complicated mathematics behind it. Most of the time, it is just not worth it. The other problem is when you short something, and you’re wrong, your exposure gets bigger. Andrew’s takeawaysLet go of hindsight biasWhen people make mistakes, they will often engage in hindsight bias. They look back and wish if only they had done this or that. The truth is, when you are making decisions, you’re making them with the best information you have and the application of your judgment at the time. Nobody can do a perfect valuationIt is tough to make a 100% correct evaluation. The solution is always to question everything when developing a valuation estimate and accept that it is an estimate. Actionable adviceUnderstand and work with thehttps://www.investopedia.com/investing/use-pe-ratio-and-peg-to-tell-stocks-future/ ( price-to-earnings-to-growth (PEG) ratio) when picking a stock. No. 1 goal for the next 12 monthsKevin’s number one goal for the next 12 months is to have fun and try to re-enter the real world. Parting words “Have fun and enjoy the rest of the year.” Kevin Carter [spp-transcript] Connect with Kevin Carterhttps://www.linkedin.com/in/thekevintcarter/ (LinkedIn) https://twitter.com/thekevintcarter (Twitter) https://emqqetf.com/ (Website) Andrew’s bookshttps://amzn.to/3qrfHjX (How to Start Building Your Wealth...
The very mention of emerging markets is enough to make nervous investors twitch. After all, the asset class has long been synonymous with risk in investing. In this week's episode, I dive into the subject of emerging markets with my guest, and what he has to say might surprise you. Kevin Carter is the founder of EMQQ, an ETF that focuses on Internet & Ecommerce companies in, you guessed it, emerging markets. Kevin is a diehard value investor and Buffet fan but also a believer in indexing. His fund, EMQQ, has become the best overall performing Emerging Markets ETF over the one, three, and five-year periods. You can find the show notes for this episode at https://maplemoney.com/152 This episode of The MapleMoney Show is brought to you by Willful. Did you know that 57% of Canadian adults don't have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal will and Power of Attorney documents online from the comfort of home. In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you've put a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.
Hello Podcast listeners, Today is a very special episode with Kevin Carter, founder and CIO of EMQQ and is the CEO of Big Tree Capital LLC. Prior to this, Kevin was CEO of several firms which are AlphaShares, LLC, Natixis Global Asset Management and E*Trade where he was CEO, eInvesting. Kevin earned his Bachelors from the University of Arizona. In today’s episode we discuss his approach to investing and why investor’s should look into emerging and frontier markets especially in E-commerce and Mobile Technology. Enjoy and thanks for the listen!
Kevin Carter, the Chief Investment Officer of EMQQ, breaks down his outlook on China in terms of internet and e-commerce. He says China fintech has lost real value in the near-term, with sentiment around the internet names continuing to be negative. However, anti-trust monopoly issues are less important, and China's handling of these issues gives investors confidence.
The EMQQ Emerging Markets Internet & Ecommerce ETF (NYSEARCA: EMQQ) co-creator Kevin Carter tells Proactive how the fund approaches environmental, social, and corporate governance (ESG) investing. Carter, who doesn't believe the current methodology of ESG ratings produces a fair assessment of companies and ETFs, explains how the fund attempts to advance the causes of the ESG movement.
Learn about the opportunity in emerging e-commerce from Kevin T. Carter, Founder & Chief Investment Officer of EMQQ and Corey Franco, Founder and Managing Partner of NobleBridge Wealth Management. We thank EMQQ for sponsoring this episode. Plus, Corey Franco plugs the charity Autism Speaks. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics.
GameStop is selling up to 3.5 million new shares, looking to raise money amid their newfound hype and popularity in the investing world. Dan opens the show by explaining why this is actually a very smart business move... But he says even though it's the right move for GameStop, he wants no part in it. And he cautions anyone else still thinking about jumping on this train. Then Dan invites Kevin Carter onto the show to talk about one of the fastest-growing areas anywhere in the markets, that sadly many Americans overlook. Kevin is the founder and Chief Investment Officer at EMQQ, an Emerging Markets Internet and E-Commerce Index. Over the past 20 years, he's partnered with Princeton economist and indexing legend, Dr. Burton Malkiel, focusing on China and emerging markets, ultimately creating the EMQQ Index. During their conversation, Kevin teaches Dan some stunning facts about the massive opportunity investing in emerging markets outside of the U.S. provides today... (like did you know that over half of the world's mobile payment users live in Africa?) Kevin makes a very strong case for putting money in emerging markets today, even listing out a handful of his favorite personal holdings from his index... like one he calls the Amazon.com of Poland... another known as the Amazon.com of Africa... and even one little-known fintech company that Berkshire Hathaway bought 5% of during its IPO. Kevin says that if you have a long-term timeline, you absolutely need to take a look at the emerging markets internet sector... He calls it the "tip of the spear" when it comes to global growth. And finally, we had an ultra-light mailbag this week... So light, in fact, that Dan decided to hold off until next week's episode. So don't forget, please send in any questions you may have, any comments on the show, or even any politely-worded criticisms into us at feedback@investorhour.com... Until then, you can listen to Dan and Kevin's conversation and more on this week's episode.
GameStop is selling up to 3.5 million new shares, looking to raise money amid their newfound hype and popularity in the investing world. Dan opens the show by explaining why this is actually a very smart business move... But he says even though it's the right move for GameStop, he wants no part in it. And he cautions anyone else still thinking about jumping on this train. Then Dan invites Kevin Carter onto the show to talk about one of the fastest-growing areas anywhere in the markets, that sadly many Americans overlook. Kevin is the founder and Chief Investment Officer at EMQQ, an Emerging Markets Internet and E-Commerce Index. Over the past 20 years, he's partnered with Princeton economist and indexing legend, Dr. Burton Malkiel, focusing on China and emerging markets, ultimately creating the EMQQ Index. During their conversation, Kevin teaches Dan some stunning facts about the massive opportunity investing in emerging markets outside of the U.S. provides today... (like did you know that over half of the world's mobile payment users live in Africa?) Kevin makes a very strong case for putting money in emerging markets today, even listing out a handful of his favorite personal holdings from his index... like one he calls the Amazon.com of Poland... another known as the Amazon.com of Africa... and even one little-known fintech company that Berkshire Hathaway bought 5% of during its IPO. Kevin says that if you have a long-term timeline, you absolutely need to take a look at the emerging markets internet sector... He calls it the "tip of the spear" when it comes to global growth. And finally, we had an ultra-light mailbag this week... So light, in fact, that Dan decided to hold off until next week's episode. So don't forget, please send in any questions you may have, any comments on the show, or even any politely-worded criticisms into us at feedback@investorhour.com... Until then, you can listen to Dan and Kevin's conversation and more on this week's episode.
With Kevin Carter, Founder & CIO of EMQQ
NYSE’s Douglas Yones discusses his early days in ETFs, the current state of the industry, and what the future might hold. ETF.com’s Sumit Roy explains the ETF impact of a weakening U.S. dollar. EMQQ’s Kevin Carter spotlights the Emerging Markets Internet & Ecommerce ETF.
Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 0:00 - Introduction1:30 - Background & Why Emerging Market7:13 - Investment Philosophy (Indexing vs Active; Value Investing)10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)15:04 - Is assessing management important?18:31 - Risks in investing in the emerging market21:40 - Why focus on the consumer story; internet and e-commerceKevin CarterLinkedIn: https://www.linkedin.com/in/thekevincarterEMQQ: https://www.emqqetf.com/Big Tree Capital: http://www.bigtreecapital.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
In this episode, IG's Victoria Scholar is joined by Kevin Carter, Chief Investment Officer and founder at EMQQ. Carter discusses his ETF, which invests in emerging market internet and e-commerce. Carter explains why he’s bullish on Alibaba, Tencent and the Ant Group IPO. Plus he talks about the investment opportunity in India with names such as Flipkart and Jio. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV @thekevintcarter
Episode 156: Kevin Carter shares his path as an investor and entrepreneur who founded EMQQ, The Emerging Markets Internet & Ecommerce ETF. Guest Biography Kevin Carter is the Founder of EMQQ the Emerging Markets Internet & Ecommerce ETF and Chairman of the EMQQ Index Committee. Prior to EMQQ, he was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Kevin was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000. Kevin received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company. In this episode, you'll learn: Different approaches to investing - growth vs value, long vs short, active vs passive. Thinking like an investor when looking around you for opportunities. The opportunity and rationale for investing in emerging markets. Show notes: http://www.inspiredmoney.fm/156 Find more from our guest: The Emerging Markets Internet & Ecommerce ETF (EMQQ) LinkedIn Mentioned in this episode: Trump: The Art of the Deal by Donald Trump Boone by T. Boone Pickens, Jr. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel Robertson Stephens Burton Malkiel Peter Lynch One Up On Wall Street: How To Use What You Already Know To Make Money In The Market by Peter Lynch The Arithmetic of Active Management by William F. Sharpe Bershire Hathaway Shareholder Letter 2016 Runnymede Money Tip of the Week Have you ever bought a stock? Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts, Podchaser.com, or wherever you listen. Your ratings and reviews really help, and I read each one. Email me your address, and I'll mail you an autographed copy of Kimo West and Ken Emerson's CD, Slackers in Paradise. Subscribe on Apple Podcasts. Special thanks to Jim Kimo West for the music.
Starting out as a classic value investor ala Graham and Buffett, EMQQfounder Kevin Carter had a revelation after the unwinding of the late 1990s tech bubble that emerging markets were going to be at the forefront of the next massive wave of internet growth. As Carter puts it, "You have billions of people just starting to go online, changing their consumer behavior... this is the greatest investing opportunity of our lifetimes." As a result of his revelation, Carter gradually made the shift from traditional value investing to high-octane emerging markets internet growth. At first he recommended funds like the Columbia Emerging Markets Consumer ETF (ECON) to friends and colleagues believing it to be the best fund available to capture this growth. But then about 7 years ago, Carter had a second revelation: The best fund to capture emerging market internet growth doesn't yet exist. Teaming up with his friend Dr. Burton Malkiel of "A Random Walk Down Wall Street" fame, he decided to form an index committee to create a pure-play index and accompanying ETF, the Emerging Markets Internet & Ecommerce ETF (EMQQ). The fund launched in 2014, gathering more than $400M in AUM over the past 5-plus years. Show Notes 1:45 - How did you get started in investing generally and in ETFs specifically? 14:00 - Why the pivot to emerging markets? 25:45 - Changing habits of consumption in emerging markets 27:15 - Why is now the time to invest in emerging market technologies? 35:45 - How do address concerns of EMQQ's being too heavily weighted towards China? 40:30 - Why does EMQQ have an 8% weighting cap, and a limit to US listed companies and ADRs? 44:15 - Digging in EMQQ's holdings: Alibaba (BABA), Tencent (TCEHY), Pinduoduo (PDD), StoneCo (STNE), Yandex (YNDX), Jumia Technologies (JMIA) 54:45 - Future plans for EMQQ
Adam Torres interviews Kevin Carter 凯文卡特 Founder & CIO of The Emerging Markets eCommerce ETF (EMQQ) in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest --- Support this podcast: https://anchor.fm/moneymatters/support
In episode 187 we welcome our guest, Kevin Carter. Meb and Kevin start the conversation with some background on Kevin’s career, getting to know Burton Malkiel, and launching EMQQ. Kevin offers some of his thoughts on investing in China, including his initial thoughts about the prominence of state owned enterprises. Kevin mentions that a key component to investing in emerging markets is that it’s about the consumer. He notes that emerging and frontier markets are 85% of the world’s people and almost 90% of the people under the age of 30, the GDP of those people are still growing twice as fast as the rest of the world, and their incomes are growing. Kevin discusses that once he figured out that the indexes that were available to invest in these markets were allocated relatively heavily to the legacy, inefficient, state owned enterprise portion of economies, he got to work on building indexes that were more targeted to capture emerging market growth. Meb and Kevin then discuss the reality of emerging market allocations for most investors today, and talk about the current weights of emerging market indexes and the implications for investors. Kevin gets into launching and running EMQQ, and how the index is constructed. He follows with a discussion on emerging market internet company valuations and the current pace of revenue growth. Meb then poses what he thinks is some of the most common “pushback” he hears about why people can’t invest in China. Kevin addresses some of the arguments he hears for not investing in China, including made up numbers and communism and explains why he doesn’t think there is a lot of merit to those arguments. As the conversation winds down, Kevin covers his thoughts on India, which he thinks is a particularly interesting opportunity from the standpoint of population size and growth. All this and more in episode 187, including Kevin’s most memorable investment.
Bloomberg News Private Equity Reporter Heather Perlberg and Bloomberg Intelligence Senior Health Care Analyst Jonathan Palmer discuss KKR's bid to buyout Walgreens. Kevin Carter, Founder of EMQQ, talks Alibaba's Singles Day and the outlook for ecommerce. Peter Tchir, Head of Macro Strategy at Academy Securities, and Retired Marine Lieutenant General Robert Walsh break down the impact of Hong Kong protests on markets and trade negotiations. Liana Baker, Bloomberg News Deals reporter, explains Open Text's plan to buy Carbonite. And we Drive to the Close with Alan Zafran, Founding Partner and Co-CEO at IEQ Capital. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Bloomberg News Private Equity Reporter Heather Perlberg and Bloomberg Intelligence Senior Health Care Analyst Jonathan Palmer discuss KKR’s bid to buyout Walgreens. Kevin Carter, Founder of EMQQ, talks Alibaba’s Singles Day and the outlook for ecommerce. Peter Tchir, Head of Macro Strategy at Academy Securities, and Retired Marine Lieutenant General Robert Walsh break down the impact of Hong Kong protests on markets and trade negotiations. Liana Baker, Bloomberg News Deals reporter, explains Open Text’s plan to buy Carbonite. And we Drive to the Close with Alan Zafran, Founding Partner and Co-CEO at IEQ Capital. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.
Sonali Basak, Bloomberg News Investment Banking Reporter, and Elizabeth Fournier, Bloomberg News Managing Editor of Deals, discuss Morgan Stanley facing second-guessing for their valuation of the Uber IPO now that the ride-hailing service tumbled 18% in its first two days of trading. Kevin Carter, Founder of the EMQQ exchange traded fund, explains the impact the trade war is having on Chinese consumers. Chris Rondeau, CEO at Planet Fitness, talks about the business of wellness and their partnership with Kohl's. Bloomberg News Global Economics and Policy Editor Kathleen and Bloomberg Economics Chief U.S. Economist Carl Riccadonna discuss Kathleen's interview with New York Fed President John Williams on Fed policy and the effect of trade tariffs on the U.S. economy. And we Drive to the Close with Henley Smith, Senior Relationship Manager at StoneCastle Cash Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Sonali Basak, Bloomberg News Investment Banking Reporter, and Elizabeth Fournier, Bloomberg News Managing Editor of Deals, discuss Morgan Stanley facing second-guessing for their valuation of the Uber IPO now that the ride-hailing service tumbled 18% in its first two days of trading. Kevin Carter, Founder of the EMQQ exchange traded fund, explains the impact the trade war is having on Chinese consumers. Chris Rondeau, CEO at Planet Fitness, talks about the business of wellness and their partnership with Kohl’s. Bloomberg News Global Economics and Policy Editor Kathleen and Bloomberg Economics Chief U.S. Economist Carl Riccadonna discuss Kathleen’s interview with New York Fed President John Williams on Fed policy and the effect of trade tariffs on the U.S. economy. And we Drive to the Close with Henley Smith, Senior Relationship Manager at StoneCastle Cash Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan
Nabila Ahmed, Bloomberg News Media M&A Reporter,andErik Gordon, Professor at University of Michigan, discuss Les Moonves stepping down at CBS and what that means for the future of the media giant. Guillaume Mascotto, Head of ESG investments at American Century, talks about the appeal of impact investing. Camila Russo, Bloomberg News Crypto Currencies Reporter, breaks down the cryptocurrency bear market. Kevin Carter, Founder of EMQQ, discusses Jack Ma retiring from Alibaba. And we Drive to the Close of the market with Alan Zafran, Senior Managing Director at First Republic Investment Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Nabila Ahmed, Bloomberg News Media M&A Reporter,andErik Gordon, Professor at University of Michigan, discuss Les Moonves stepping down at CBS and what that means for the future of the media giant. Guillaume Mascotto, Head of ESG investments at American Century, talks about the appeal of impact investing. Camila Russo, Bloomberg News Crypto Currencies Reporter, breaks down the cryptocurrency bear market. Kevin Carter, Founder of EMQQ, discusses Jack Ma retiring from Alibaba. And we Drive to the Close of the market with Alan Zafran, Senior Managing Director at First Republic Investment Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan
ETF Trends publisher Tom Lydon discussed the Emerging Markets Internet & Ecommerce ETF (NYSEArca: EMQQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This hot ETF is a convenient to way to profit from rapidly growing e-commerce industry in emerging markets (EMQQ, BABA, TCEHY, BIDU, JD). (0:40) - Fast Growing Emerging Markets: Why You Should Be Watching (7:10) - Emerging Markets Internet and Ecommerce ETF Overview: EMQQ (14:45) - Why Did EMQQ Perform So Well In 2017? (20:00) - International Exposure: Who Will Lead The Way? (25:05) - Takeaways on Emerging Markets and EMQQ Podcast@Zacks.com
Dana Hull, Bloomberg News Technology Reporter, discusses SpaceX launching a rocket carrying a customer payload and its own broadband demonstration satellites. Kevin Carter, Founder of EMQQ, talks about investing in emerging market ecommerce companies. Todd Shields, Bloomberg News FCC Reporter, explains what the publishing of net neutrality roll back rule could mean for companies and consumers. We Drive to the Close with Oliver Pursche, Chief Market Strategist at Bruderman Brothers. Carol and Bloomberg Stocks Editor Dave Wilson have today’s “Movers and Shakers” and “Stock of the Day.”
Dana Hull, Bloomberg News Technology Reporter, discusses SpaceX launching a rocket carrying a customer payload and its own broadband demonstration satellites. Kevin Carter, Founder of EMQQ, talks about investing in emerging market ecommerce companies. Todd Shields, Bloomberg News FCC Reporter, explains what the publishing of net neutrality roll back rule could mean for companies and consumers. We Drive to the Close with Oliver Pursche, Chief Market Strategist at Bruderman Brothers. Carol and Bloomberg Stocks Editor Dave Wilson have today's “Movers and Shakers” and “Stock of the Day.” Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Sarah Frier, Bloomberg News Tech Reporter, discusses Facebook working with political parties to stifle opposition. Mona Mahajan, U.S. Investment Strategist at Allianz, says the tax overhaul plan will have a positive impact on the economy. Kevin Carter, Founder of EMQQ, talks about e-commerce growth in emerging markets. We Drive to the Close with Willie Delwiche, Managing Director and Investment Strategist at Baird. And Lisa Wardell, CEO of Adtalem, explains how they are addressing the U.S. skills gap. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Sarah Frier, Bloomberg News Tech Reporter, discusses Facebook working with political parties to stifle opposition. Mona Mahajan, U.S. Investment Strategist at Allianz, says the tax overhaul plan will have a positive impact on the economy. Kevin Carter, Founder of EMQQ, talks about e-commerce growth in emerging markets. We Drive to the Close with Willie Delwiche, Managing Director and Investment Strategist at Baird. And Lisa Wardell, CEO of Adtalem, explains how they are addressing the U.S. skills gap.
Listen to Kevin Carter, Founder and Owner of Big Tree Capital, a Hedge Fund and ETF, focused on emerging and frontier markets' E-Commerce companies. Focusing on their ETF, EMQQ, this interview focuses on the opportunities of E-Commerce industry in China, India and elsewhere in these markets. An industry veteran, Kevin sees this focus as a somewhat unique way for investors to potentially benefit from this burgeoning market and opportunity. He makes some compelling points that any investor will find to be well worth the listen.
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