Investing in Emerging Markets
Emerging markets have always had interesting structural opportunities around demographics, rising wealth and consumption trends. But it hasn’t been an easy place to make money in recent years. So, the question is, why should investors consider Emerging Markets now, and can EM deliver on its growth potential and reward investors?
In this new podcast episode Alison Savas and Antipodes’ Emerging Markets portfolio managers discuss the key opportunities and risks we see across emerging economies and delve into some of Antipodes’ best EM investing ideas.
Key topics covered:
Part 1 – Mexico, Indonesia and Brazil
- Why consider EM now? And the investment case for Mexico, Indonesia and Brazil (01:00)
- FEMSA – a multinational Mexican beverage a retail company (14:00)
- Bank Mandiri – one of Indonesia’s largest banks (15:50)
- PagSeguro – an attractively valued Brazilian fintech (17:00)
Part 2 – China
- Pivoting away from COVID-zero to living with COVID (19:00)
- Will rising money supply in China have a positive economic impact? (22:30)
- China’s property sector (25:00)
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All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
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5 December 2022