Emerging Markets: What Happened In 2022, And Where Are We At?

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Emerging Markets: What happened in 2022, and where are we at? | EP130

1+ y ago 34:17

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Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.

Highlights:

A review of the market and our strategy’s performance in 2022 and three key learnings
Why we exited Kakao, and some of the new additions to the portfolio: Salik, Vesta
Risks we’re monitoring—and managing: China-U.S. tensions over Taiwan and geographic exposure in the portfolio
The power of pricing power (see: TSMC) and types of ESG considerations that we look for in our investments (Petro Rio)
How a shared investment philosophy and process makes for better decision making—e.g., Lonza, Hikma

170 episodes

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