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 Sunny Bangia and John Stavliotis 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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