Manage episode 347873085 series 2137790
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 markets
- Should you invest in China
- Where are the most promising emerging and frontier markets
- Why aggregate emerging markets earnings have been lackluster
- How to balance quantitative analysis with subjective reasoning
For more information on this episode click here.