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Overlooked and underrated
Manage episode 324636369 series 3335470
İçerik Alex Watson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Alex Watson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic.
That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively.
Over the course of 20 minutes, the duo shine a light on valuation discrepancies, the shifting attitude towards ESG and the importance of chatting to local taxi drivers. They also explain why company ratings in developing economies can be misleading and reveal their five-point checklist for how to identify a quality business.
14 bölüm
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