The Pitch: Emerging Markets Q&A with John Stavliotis

In this interview series with Livewire Markets, emerging markets portfolio manager, John Stavliotis, discusses why investors should consider allocating to emerging market equities, and shares insights into Antipodes’ approach to investing in the asset class. 

Click to learn more about Antipodes’ EM investing opportunities:

• Antipodes Emerging Markets (Managed Fund)
• Antipodes China Fund
• Antipodes Asia Fund

Video 1: The attractive EM ‘discount’

The premium you pay for developed markets hasn’t been this high in 20 years. While emerging markets traditionally operate at a discount because they move with the broader market risk appetite, it’s a misconception to think of these assets as cyclical and low quality.

Video 2: Investing in China for long term growth and diversification

China’s recovery may have been sluggish following its post-COVID reopening but investors shouldn’t write it off. Antipodes is investing in China with a focus on these three key themes:

1. Cheap cyclicals exposed to consumers or property with resilient earnings growth.
2. Defensive businesses showing growth and resilience with low valuations.
3. Businesses in areas of structural opportunities.

Video 3: Opportunities in EM tech stocks

For those who want alternative options to the Magnificent Seven, emerging market tech companies are punching above their weight.

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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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