Podcasts about Frontier markets

From New York to rural India, Ajaita Shah's journey is anything but typical. In this episode, we dive into the founding of Frontier Markets and her bold goal: to empower 100 million women through She-Leads Bharat by 2030.We ask:– What sparked her commitment to rural women's leadership?– How did she challenge social norms and win trust in male-dominated systems?– What setbacks taught her the most about resilience and scaling impact?– How are rural women quietly driving climate action and digital finance?– And what must change in funding and policy to truly unlock women's economic power?Ajaita doesn't just talk systems change—she lives it. Tune in for a masterclass in purpose-driven leadership.

Chase Taylor of Pine Cone Macro is back to break down the mess that is U.S. trade policy and what it means for markets. We talk about whether Trump's tariffs are pushing us toward recession, why China's fiscal discipline might actually be a strength, and where smart investors should be looking outside the U.S. Chase walks through opportunities in Greece, Brazil, and Chile, and we take a step back to talk about how capital flows and political risk are reshaping global investing. Plus, we nerd out about frontier markets—and yes, a little bit about NBA playoffs too.--Timestamps:(00:00) - Intro(00:32) - NBA Playoffs and Initial Discussion(01:18) - Tariff Vice and Economic Concerns(02:07) - Impact of Tariffs on US Economy(07:34) - Recession Fears and Employment Data(09:58) - Trump's Trade Policies and Market Reactions(17:38) - China's Economic Strategies and Stimulus(28:29) - Investment Opportunities in Europe(30:00) - Investment Opportunities in Europe and Brazil(30:51) - Challenges and Risks in Brazil and Turkey(32:19) - Overseas Investing: Macro Tailwinds and Policy(33:32) - Turnaround Stories in Emerging Markets(34:44) - The Potential of Frontier Markets(38:08) - Geopolitical Insights and North Korea(45:34) - Agricultural Commodities and Market Trends(49:43) - The Dollar's Impact on Trade and Investments(52:03) - NBA Trades and the Cleveland Cavaliers(55:46) - Podcast Conclusion and Contact Information--Referenced: Pine Cone Macro: https://www.pineconemacro.com/--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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VEON Ltd. CEO Kaan Terzioğlu talked with Proactive's Stephen Gunnion about the company's strategic focus on frontier markets, including Ukraine, Bangladesh, Pakistan, Uzbekistan, Kyrgyzstan and Kazakhstan. VEON operates as a consumer and enterprise services company with a strong telecom foundation, leveraging its assets to offer not only communication services but also digital solutions in financial services, entertainment, healthcare, and education. Terzioğlu highlighted VEON's unique approach, stating, "One out of three is our communication customers... but about one-third also are digital services customers." The company is particularly active in Ukraine, where its subsidiary, Kyivstar, is the leading healthcare platform, providing over 2.6 million online consultations and supporting 80% of the population. With plans for a SPAC transaction to list Kyivstar on Nasdaq, VEON aims to offer US investors a chance to participate in Ukraine's rebuilding and growth. The company is also continuing its asset-light strategy by selling tower assets to reduce dependence on hard currency funding and manage foreign currency risks. Stay tuned to Proactive's YouTube channel for more insights from industry leaders. Don't forget to like this video, subscribe to our channel, and hit the notification bell for updates on future content! #VEON #KaanTerzioglu #FrontierMarkets #Telecom #DigitalServices #Kyivstar #SPAC #UkraineInvestment #ProactiveInvestors #FinancialServices #HealthcareSolutions #Telecommunications #BusinessGrowth

Send a message to the Financial Perspectives podcast and receive a shout out!Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month's Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors. Hear from Rick Rikoski, Chief Economist at Democracy Investments and CEO and Chief Scientist of Hadal, as he highlights the significant demographic shifts occurring across the continent, notably the soaring population of Nigeria, which has nearly tripled within the last few decades. As we look to the future, Africa is projected to grow by an astounding 2.4 billion people by 2100, making it a focal point for investors aiming to tap into a burgeoning consumer base. This demographic change is essential as it indicates a rising demand for goods, services, and investment in infrastructure.The podcast also emphasizes the expansion of financial markets and highlights how nations like China are playing an influential role through initiatives like the Belt and Road Initiative. By investing in African infrastructure and financial systems, they're shaping the business landscape and creating pathways for international trade. The conversation navigates through the fabric of African economies, touching on the historical context of economic activity, often driven by resource extraction, and the evolving landscape that is shifting toward a diverse array of industries. Listeners will gain valuable insights into how global dynamics are shifting towards Africa, emphasizing the necessity for market reforms and infrastructure improvements to facilitate a more favorable investment climate. Join us during this episode, as we explore whether the future of global investment lies in the frontier markets of Africa.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Globalization has slowed, yet access to local markets is improving, and the EM asset class remains underrepresented in most global portfolios. In this episode of the EM Lens podcast, Rich Nuzum, executive director and global chief investment strategist at Mercer, joins Damian Sassower, Bloomberg Intelligence chief emerging market fixed-income strategist, to discuss the Mercer's affinity for emerging market assets and their role within large institutional portfolios. Globalization has slowed, yet access to local markets is improving, and the EM asset class remains under-represented in most global portfolios. Nuzum and Sassower touch on supply chain diversification, demographics, total return expectations and terms of trade.

Jack is skeptical. Morgan Stanley fund manager Steven Quattry sets him straight. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rory Kutisker-Jacobson – Portfolio Manager, Allan Gray SAfm Market Update - Podcasts and live stream

Today, I'm speaking with Monica Brand Engel, a Co-Founder and Managing Partner of Quona Capital, an impact pioneer focusing on financial inclusion in emerging and frontier markets. Quona's mission is to generate impact and returns by investing in micro, small, and medium-sized businesses across South and Southeast Asia, Latin America, and Africa. The company is dedicated to transforming lives in underserved and underbanked communities through fintech solutions that bridge the gap between emerging markets and advanced financial infrastructures. It offers a range of financial products that meet the unique needs of consumers in these markets, including digital payments, lending platforms, accessible insurance products, and comprehensive neo-banking services. Monica's journey into impact investing is deeply influenced by her multicultural upbringing and experience in both the private and nonprofit sectors. She began her career in financial services, driven by a deep commitment to economic empowerment and financial inclusion, which eventually led her to co-found Quona Capital. Before founding Quona, Monica was a Vice President at ACCION International, a leading global microfinance organization promoting commercial approaches to alleviate poverty. Quona Capital is strategically focused on understanding the nuances of investing in emerging markets so that it can support entrepreneurs with both local insight and global expertise. However, it has not only made a significant impact on financial inclusion but has also proven that these ventures can generate strong financial returns. Under Monica's leadership, Quona has grown to manage $760 million in assets, with a team that speaks 21 languages and operates across major hubs like Mexico City, Bengaluru, Jakarta, and Cape Town. Join me today as I speak with Monica about her remarkable background and how Quona Capital creates opportunities for millions of people in regions often overlooked by traditional financial service providers.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. —Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Key Takeaways: Monica's background and early career (00:00) The calling to work internationally (19:23) Career in ACCION International and shifting focus to fintech (27:39) The birth of Quona Capital (38:19) Quona's mission and key strategies (52:54) The meaning of financial inclusion (59:26) What makes a company investable for Quona (01:03:41) 3 key measures of impact (01:11:37) Aligning impact and financial returns (01:20:58) Evaluating and managing risks in emerging markets (01:36:05) Key lessons for impact investing success (01:44:35) Contact information (01:56:48)—Additional Resources: Visit Quona's websiteFollow Quona: - LinkedIn - X - Medium Connect with Monica: - LinkedIn - XConnect with Michael Chu on LinkedIn ‘The Innovator's Dilemma' by Clayton M. Christensen

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ Ever wondered where to invest in the next big frontier market? In this video, we're diving into some of the most intriguing and lesser-known investment opportunities around the globe. Curious about which countries made our list and why? Nomad Capitalist helps clients "go where you're treated best". We are the world's most sought-after firm for offshore tax planning, dual citizenship, and international diversification and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Investieren abseits des Mainstreams eröffnet spannende Perspektiven für alle, die einen Teil ihres Kapitals jenseits der großen Industrieländer und aktuellen Megatrends anlegen möchten. Die Suche nach solchen Investitionsmöglichkeiten kann sie zu aufstrebenden Märkten in Südostasien führen, wie den dynamischen Tigerstaaten, oder zu kleineren Ländern in Südamerika, wie etwa den Nachbarn Brasiliens. Auch der afrikanische Kontinent bietet vielversprechende Chancen. Mehr zu dem Thema erfahren Sie in dieser Podcast-Folge mit Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion. • Warum glaubt der CEO an die Zukunft Afrikas? (1:06) • Welche afrikanischen Länder haben das größte Potenzial? (2:49) • Wo lauern generelle Risiken bei Investments in afrikanischen Staaten? (5:22) • Kann man als deutscher Anleger in Afrika investieren, zum Beispiel über einen ETF? (6:00) • Wäre Südafrika mit seinem recht weit entwickelten Aktienmarkt eine alternative Investmentmöglichkeit? (6:59) • Was macht Vietnam für viele Investoren so spannend? (9:35) • Wie passt das kommunistisch geprägte Vietnam mit der aufblühenden Marktwirtschaft zusammen? (11:24) • Gibt es über Vietnam hinaus aufstrebende Märkte in Asien oder anderswo in der Welt, die Potenzial bieten? (13:00) • Was macht die Charakteristik von Frontier Markets aus und wie unterscheiden sie sich von Schwellen- und Entwicklungsländern? (15:12) • Hat Schmidt Beispiele für Schwellenländer und Frontier Markets? Was sind Beispiel für aktuelle Entwicklungsländer? (17:24) • Gibt es ETFs oder aktive Fonds, die das Frontier-Market-Thema oder Entwicklungsländer in ausreichender Liquidität spielen? (17:54) • Sollte man Entwicklungsländer beim Aktiendepot berücksichtigen? Welchen maximalen Anteil sollten diese Themen im Depot haben? (18:17) • Wie groß sollte der Anteil solcher Investments am Gesamtvermögen sein? (18:44) Gut zu wissen: • Investitionen in Afrika sind höchst spekulativ, hauptsächlich durch politische Instabilität und Korruption. • Afrika spielt in den globalen Aktienindizes praktisch keine Rolle, weil die Märkte nach wie vor über eine sehr kleine Marktkapitalisierung verfügen. • Von Einzelaktien sollte man die Finger lassen und in einem so risikoreichen Markt wie Afrika erst recht. • Die Länder Südostasien haben sich wirtschaftlich deutlich besser entwickelt als viele afrikanische Länder. Der Außenhandel ist dabei der wichtigste Wachstumstreiber. Aber auch hier gilt: Keinesfalls ein zu großes Volumen in das einzelne Land investieren. • Frontier Markets, darunter Vietnam, Marokko, Nigeria und Kasachstan, sind aufstrebende Märkte mit weniger etablierten und liquiden Finanzmärkten. Es gibt entsprechende ETFs, allerdings sind das höchst spekulative Investments. • Entwicklungsländer sind nicht investierbar, sie haben noch keine funktionierenden Kapitalmärkte. • Für Schwellenländer-Investments wird ein Anteil von etwa 15 % des Portfolios empfohlen, mit maximalen Abweichungen von 10 %-Punkten nach oben. Folgenempfehlung Folge 180 Hochzins- und Schwellenländeranleihen – lohnen sich die Risiken im Depot https://www.quirinprivatbank.de/podcast/podcast-folge-180 _______________________

Varför har börserna i Argentina, Pakistan, Sri Lanka, Rumänien, Turkiet och Slovenien gått så bra? Hur undviker man dåliga investeringar och värdefällor på nya tillväxtmarknader? Det svarar Emre Akcakmak, Head of Frontier Markets på East Capital, på i Placerapodden med Karl Lans. ................................... Gå till Placera.se för att läsa fler artiklar www.placera.se/placera/forstasidan.plc.html Här hittar du alla våra aktieanalyser www.placera.se/placera/aktier.plc.html Här finns alla våra fondanalyser www.placera.se/placera/fonder.plc.html Här finns våra makrokommentarer www.placera.se/placera/tema-makr…ommentar.plc.html Här hittar du det månatliga strategidokumentet www.placera.se/placera/Placerastrategi.plc.html Här kan du se redaktionens aktieinnnehav www.placera.se/placera/redaktion…ehav.plc.plc.html

Take a seat at the table as we unpack key takeaways from our recently concluded annual Frontier Markets Fixed Income Conference in London and highlight top themes in this special episode of At Any Rate.   Speakers: Saad Siddiqui, Head of Local Markets Strategy for EMEA EM Ayomide Mejabi, Frontier Market Strategy Ben Ramsey, Head of EM Sovereign Credit Strategy Gbolahan Taiwo, Chief Economist, Africa (ex-SA) Samantha Azzarello, Head of Content Strategy, Global Research   This podcast was recorded on June 10, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4717869-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Join Scott Phillips, head of EM at Moody's Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets.Guest: Maciej Woznica, Portfolio Manager, CoeliHost: Scott Phillips, Associate Managing Director, Moody's RatingsRelated Research:Gradual recovery in emerging market credit conditions will continue (infographic)

Varshan Maharaj – Portfolio Manager, Allan Gray SAfm Market Update - Podcasts and live stream

Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.

Emerging and frontier markets are full of opportunities often overlooked by the mainstream investment community.Today's guest will help us understand these markets and prove how systematic investing in publicly listed equities can unlock their potential for alpha and impact generation.Meet Asha Mehta, the managing partner & CIO at Global Delta Capital, a US-based equity long-only investment manager focused on harnessing the power of capital to fuel social and economic development in international, emerging, and frontier markets.With a background that begins with medical and anthropological studies at Stanford and a well-traveled upbringing, Asha developed an interest in microfinance lending in India after witnessing its extreme poverty in the late 90s. This experience led her to pioneering roles in sustainable and quant investing, making a mark on the international investment scene.Recognized as one of the Top 10 Women in Asset Management and dubbed a "Brilliant Quant" by Forbes, Asha's career highlights include leading emerging market strategies at Acadian Asset Management, where she launched the first quantitative/systematic frontier fund.At the core of this episode is Global Delta Capital's combination of systematic stock selection and a fundamental thematic overlay on the opportunities present in emerging and frontier markets. Asha and her team are not just seeking high returns; they're using their combined expertise to leverage ESG data and make a tangible impact on the world's financial, environmental, and social landscape.We also discuss a range of topics, including the importance of financial literacy, quantitative investing, examples of emerging markets that Global Delta Capital has invested in, and Asha's take on the future of investment in developing economies.If you're intrigued by the power of capital to drive global change and want to learn from one of the leading voices in the field, this is an episode you cannot miss.Tune in and be inspired by this adventure capitalist. —Show notes: {link}—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. —Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X.Follow SRI360° on FACEBOOK.—Key TakeawaysIntro (00:00)Asha Mehta's background and transition into finance (02:47) Founding Global Delta Capital (24:43)Overview of Global Delta Capital's strategy and focus areas (35:06)Asha explains quantitative investing & strategies for sourcing reliable data (41:07)The investment process at Global Delta Capital (55:16)Discovering opportunities in the emerging markets: Saudi Arabia's case (01:03:52)Shareholder engagement, risk management, & examples of impact  (01:11:39)Asha's book “Power of Capital” & emerging market predictions (01:21:03)Rapid fire questions (01:32:45)—Additional Resources Find Asha's book “Power of Capital” here.Learn more about Global Delta Capital here: WebsiteLinkedInConnect with Asha Mehta on LinkedIn.

Ohne Wasser kein Leben. Doch bietet sich die lebensnotwendige Ressource auch als Investment an? Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz streiten darüber, wohin das Geld in den ETFs und Fonds wirklich fließt und ob die Produkte das Depot wirklich bereichern können. Und dann haben sie noch eine irre Dax-Wette. Weitere Themen: - Dax-Ziel 40.000 – Warum sich der Index im Wert mehr als verdoppeln könnte - Nvidia oder Jinko Solar – welche Aktie hat in diesem Jahr mehr Potenzial - Kakaopreis auf historischem Rekord – wie Anleger mitzocken können und was das für den Schoko-Osterhasen heißt - Investieren in Vietnam & Co – warum sich bei Frontier Markets aktive Fonds lohnen können - Depot in 3 Stunden – welches Buch das Versprechen hält Die wichtigsten News an den Märkten und das Finanzthema des Tages hören Sie morgens ab 5 Uhr bei „Alles auf Aktien“ – dem täglichen Börsen-Shot aus der WELT-Wirtschaftsredaktion. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Asha Mehta is Managing Partner and Chief Investment Officer at Global Delta Capital, where she has a thematic focus on Emerging and Frontier Markets as well as Sustainability Investing. She was previously Lead Portfolio Manager and Director of Responsible Investing at Acadian Asset Management and prior to that an investment banker.  She has traveled to over 80 countries and lived in six, and recently released a book, The Power of Capital: An Adventure Capitalist's Journey to a Sustainable Future. Our conversation starts with her upbringing and her parents' immigration story, and winds its way through Asha's college years and her early interest in biological sciences.  A setback to funding of a vaccine distribution project in India, led to her finding work experience in Microfinance, and there a belief in impact and the power of capital was born. Asha then takes on a world tour, first through an investor's lens - we hear about her travels around the world and the areas where technology is enabling leapfrogging of existing infrastructure and breakthroughs that improve living standards and ultimately create impact. We travel from Nigeria to Saudi Arabia, from Tunisia to Cambodia, and apply also the lens of sustainability, examining what meaningful ESG data looks like and how it can be used to fashion investment decisions. We spend some time speaking about Asha's book, The Power of Capital, which is written in the spirit of a true Adventure Capitalist, and the labor of love that that entailed.  Another labor of love was Asha's founding of her own firm Global Delta Capital, and we discuss the "adventure" of entrepreneurship and capital raising. You can find the book here: Link to powerofcapital.com and Power of Capital: An Adventure Capitalist's Journey to a Sustainable Future: Mehta, Asha: 9781119906032: Amazon.com: BookAs final words of wisdom, Asha encourages listeners to be the change they wish to see in the world. Similarly, to learn to work through change and even embrace it. Series 1 of 2024 is supported by Apollo Global Management, a leading provider of alternative asset management and retirement services solutions. Apollo seeks to provide clients excess return at every point along the risk-reward spectrum and is focused on empowering retirees, building and financing stronger businesses and driving a more sustainable future. 

Mattias är en pionjär inom investeringar i tillväxtmarknader. Han var med och byggde upp HQs verksamhet på 90-talet och sedermera grundade han Tundra Fonder 2008 där han är verksam än idag. Vietnam och Pakistan utgör betydande marknader där Mattias investerar. I detta avsnitt delar han med sig av varför han ser stor potential i dessa regioner och ger insikter kring hur investerare bör resonera gällande investeringar i dessa tillväxtområden. Vi diskuterar även några av de bolagen som finns i deras portfölj och den investeringstes de jobbar efter. Lyssna in på ett riktigt intressant avsnitt där vi blickar ut i världen.

Kevin Carter talks about emerging and frontier markets, where and how to get started investing internationally, and much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 03:04 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor. 16:25 - Lessons Kevin learned when he shorted Amazon.  22:34 - How Kevin got involved with Tesla.  35:05 - What emerging or frontier markets are and which countries they consist of. 41:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets. 41:02 - What the most important things to look out for are when investing in foreign or international markets. 48:46 - The catalyst that's going to change the dynamics of investing and will have a material impact on the future returns of international markets. 01:00:36 - Where to start and how to get started as a new investor in foreign markets. 01:06:59 - How international investors combat against fraud and accounting standards. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Berkshire Hathaway Shareholder Letters. Burton Malkiel's book A Random Walk Down Wall Street. Fred Schwed's book Where Are the Customers' Yachts? David Swensen's book Pioneering Portfolio Management. John Bogle's book The Little Book of Common Sense Investing. Joel Greenblatt's book The Little Book That Still Beats the Market. Benjamin Graham's book The Intelligent Investor. All of Robert's favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Masterclass Babbel Shopify Connect with Kevin: Website | LinkedIn | Twitter Connect with Robert: Website |  Instagram

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.

APAC Frontier Markets continue to face external financing challenges - join Thomas Rookmaaker, Head of APAC Sovereigns, and Sovereign Directors Sagarika Chandra and Krisjanis Krustins, for a discussion of what to expect in these markets in 2024.

Thornburg PM Josh Rubin joins Dan Keeler, founder of Frontier Markets News, for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.

Hear why one portfolio manager thinks some emerging and frontier markets offer value now

Please join us for a discussion on the major takeaways from the second edition of our annual Frontier Markets Fixed Income Conference, which was held in-person at our offices in London. The conference was attended by approximately 400 investors representing over 100 institutions, with 6 sovereigns and 27 corporate issuers participating.   Speakers: Saad Siddiqui, Emerging Markets Research Ayomide Mejabi, Emerging Markets Strategy Benjamin Ramsey, Emerging Market Research Nicolaie Alexandru, EM, Economic and Policy Research Katherine Marney, Emerging Markets Economic and Policy Research   This podcast was recorded on 27-June-2023. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Moody's analysts discuss updates to long-term sovereign debt forecasts, accounting for recent market conditions, including higher inflation and interest rates.Speaker: Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody's Investors ServiceHost: Scott Phillips, Associate Managing Director – Emerging Markets, Moody's Investors ServiceRelated Research:Frontier markets' debt sustainability at stake; political economy drives debt paths for some

We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets.Topics covered:What has been the performance of these five asset types since they were discussed on the podcast two to three years agoWhat are the underlying performance drivers and expected returns going forwardWhich asset types are most and least attractiveFor more information on this episode click here.SponsorsMasterworks – invest in contemporary artUse code MONEY10 to get 10% off on your NAPA Autoparts online order.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesInitial Public Offerings: Updated Statistics by Jay R. Ritter—Warrington College of Business, University of FloridaTwo SPAC ETFs Close in One Month, Suggesting End to Wall Street Boom by Emily Graffeo—BloombergInvestments MentionedVanguard Total World Stock Market ETF (VT)SPAC and New Issue ETF (SPCX)iShares Convertible Bond ETF (ICVT)iShares Silver Trust (SLV)ProShares Ultra Silver (AGQ)iShares Fronter and Select EM ETF (FM)Kraneshares Global Carbon ETF (KRBN)Related Content318: What Are SPACs and Should You Invest in Them?330: Is Silver the Next GameStop? How to Invest in SilverA Complete Guide To Investing In Convertible BondsThe Opportunity and Risk of Frontier MarketsWhat You Need to Know About Carbon Investing and its Effect on Climate ChangeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Enthusiasm for impact investing was growing strongly before Covid hit, but the economic and social disruption the pandemic triggered prompted many organizations to rethink their goals and exposed flaws in many impact investors' strategies. Aleem Remtula, a partner at Developing World Markets, an impact firm with a 27-year track record, shares his insights on how the pandemic affected the impact sector itself, and how investors can use the lessons learned to create more positive impact, more awareness of the need for integrity, and better outcomes for investors and the beneficiaries of their funds.  Looking for ideas? Remtula also shares where he sees opportunities, and where valuations might have been beaten down a little too much.

Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro09:10 - What ESG investing is, and why it's a focus of James' fund.16:29 - Whether ESG investing enhances, or hinders long-term returns.22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.27:34 - What emerging markets James' fund invests in.44:53 - How James thinks about the role of cash in a portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Ethos Investment Management.Check out Young Investors Society.Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with James: Website | LinkedInConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Moody's Talks – Emerging Markets Decoded, Scott Phillips of the Global Emerging Markets team joins host Shirin Mohammadi to discuss a recent turn of events for emerging market credit conditions, including some easing in financial conditions, with inflation, yields and spreads all lower than at the end of 2022, despite continued volatility. They explore what recent events mean for debt issuers in emerging and frontier economies and reveal which sovereigns are still at risk of default. Related Research:Tight financing conditions will continue challenging frontier markets' credit strength

Santiago Perez Teuffer, Managing Partner at Cerralvo Capital - a search fund investment firm based in Mexico City - discusses his journey into the world of ETA as well as his current work at Cerralvo as the firm approaches its third fund. The conversation revolves around the compelling future of ETA in new frontier markets in Europe and Asia, and Santiago shares his insights on navigating these international opportunities for both entrepreneurs and investors - including the top countries for search fund activity and growth rate.

IN THIS EPISODE, YOU'LL LEARN: 03:26 - What's driven the recent strength in many Latin American countries' equity markets? 14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones. 22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?24:56 - The risks of investing in this market. 31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks. 31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends. 41:02 - How to choose country specific EM ETFs, what to look for. 42:51 - The strength in the US dollar, which companies is it hurting the most and who is benefiting? 49:33 - His thoughts on bank stocks and their resiliency if the economic picture gets worse. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Ian's writing on: Seeking Alpha.Related Millennial Investing Episode: Investing in Emerging & Frontier Markets w/ Asha Mehta - MI228.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Get personalized, expert advice that helps you see things clearly with ATB.Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Support our free podcast by supporting our sponsors. CONNECT WITH IAN: Twitter | LinkedIn CONNECT WITH REBECCA: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 marketsShould you invest in ChinaWhere are the most promising emerging and frontier marketsWhy aggregate emerging markets earnings have been lacklusterHow to balance quantitative analysis with subjective reasoningSponsorsMasterClass - Get two annual memberships for the price of oneMasterworks – invest in contemporary artShow NotesPower of Capital by Asha MehtaGlobal Delta CapitalSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. Kimberly Kay Hoang is an Associate Professor of Sociology, the Director of Global Studies at the University of Chicago, and an award-winning scholar, author, and teacher. She received the 2020 Lewis A Coser Award from the American Sociological Association Section on Sociological Theory— a mid-career award for Theoretical Agenda Setting. Her books and articles have been awarded over 18 prizes by several different professional associations. Holding a Ph.D. in Sociology from UC Berkeley, her latest book is titled Spiderweb Capitalism: How Global Elites Exploit Frontier Markets.

In 2015, the anonymous leak of the Panama Papers brought to light millions of financial and legal documents exposing how the superrich hide their money using complex webs of offshore vehicles. Spiderweb Capitalism: How Global Elites Exploit Frontier Markets (Princeton UP, 2022) takes you inside this shadow economy, uncovering the mechanics behind the invisible, mundane networks of lawyers, accountants, company secretaries, and fixers who facilitate the illicit movement of wealth across borders and around the globe. Kimberly Kay Hoang traveled more than 350,000 miles and conducted hundreds of in-depth interviews with private wealth managers, fund managers, entrepreneurs, C-suite executives, bankers, auditors, and other financial professionals. She traces the flow of capital from offshore funds in places like the Cayman Islands, Samoa, and Panama to special-purpose vehicles and holding companies in Singapore and Hong Kong, and how it finds its way into risky markets onshore in Vietnam and Myanmar. Hoang reveals the strategies behind spiderweb capitalism and examines the moral dilemmas of making money in legal, financial, and political gray zones. Dazzlingly written, Spiderweb Capitalism sheds critical light on how global elites capitalize on risky frontier markets, and deepens our understanding of the paradoxical ways in which global economic growth is sustained through states where the line separating the legal from the corrupt is not always clear. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

IN THIS EPISODE, YOU'LL LEARN:02:01 - Why you might want to invest in emerging and frontier markets. 04:50 - What a frontier market is and why does a country's classification matter for stock returns? 07:50 - What are the factors expected to drive emerging markets growth going forward?10:13 - What sub sectors will benefit most from greater adoption of technology in emerging and frontier economies?18:22 - What is the best way for investors to get exposure to emerging/frontier markets? 21:18 - Why Asha recommends an active, diversified approach to investing in emerging and frontier markets over buying a passive index. 23:43 - Why inflation has actually been positive for some emerging market's returns. 27:36 - Is China too risky to invest in? 27:36 - Should US investors be worried about the delisting threat of Chinese equities? 40:04 - Which emerging markets Asha thinks are overvalued right now.41:23 - Why Asha believes India is the next big emerging market. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Global Delta Capital. Get Asha's book: POWER OF CAPITAL.Related Episode: China, Emerging & Frontier Markets w/ Kevin Carter - MI REWIND.Related Episode: Are Emerging Markets Undervalued? w/ James Fletcher - MI130.Related Episode: Frontier Market Investing w/ Maciej Wojtal - TIP422.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Support our free podcast by supporting our sponsors.Connect with Asha: LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU'LL LEARN: 13:01 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor.16:25 - Lessons Kevin learned when he shorted Amazon. 26:34 - How Kevin got involved with Tesla. 35:05 - What emerging or frontier markets are and which countries they consist of.42:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.52:46 - What the most important things to look out for are when investing in foreign or international markets.52:46 - The catalyst that's going to change the dynamics of investing and will have a material impact on the future returns of international markets.1:00:36 - Where to start and how to get started as a new investor in foreign markets.1:06:59 - How international investors combat against fraud and accounting standards.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet a FREE audiobook from Audible.Berkshire Hathaway Shareholder Letters.Benjamin Graham's book The Intelligent Investor.All of Robert's favorite books.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hackingattempts, and other cybercrimes with Avast One.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.New to the show? Check out our Millennial Investing Starter Packs.Support our free podcast by supporting our sponsors.Read this episode's transcript and full show notes on our website.Connect with Kevin: Website | LinkedIn | TwitterConnect with Robert: Website | Instagram | TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.