MI228: Investing in Emerging & Frontier Markets w/ Asha Mehta

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>02:01 - Why you might want to invest in emerging and frontier markets.&nbsp;</li><li>04:50 - What a frontier market is and why does a country’s classification matter for stock returns?&nbsp;</li><li>07:50 - What are the factors expected to drive emerging markets growth going forward?</li><li>10:13 - What sub sectors will benefit most from greater adoption of technology in emerging and frontier economies?</li><li>18:22 - What is the best way for investors to get exposure to emerging/frontier markets?&nbsp;</li><li>21:18 - Why Asha recommends an active, diversified approach to investing in emerging and frontier markets over buying a passive index.&nbsp;</li><li>23:43 - Why inflation has actually been positive for some emerging market’s returns.&nbsp;</li><li>27:36 - Is China too risky to invest in?&nbsp;</li><li>27:36 - Should US investors be worried about the delisting threat of Chinese equities?&nbsp;</li><li>40:04 - Which emerging markets Asha thinks are overvalued right now.</li><li>41:23 - Why Asha believes India is the next big emerging market.&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://www.globaldeltacapital.com/" rel="noopener noreferrer" target="_blank"><strong>Global Delta Capital.</strong></a><strong>&nbsp;</strong></li><li>Get Asha’s book:<strong> </strong><a href="https://www.amazon.com/Power-Capital-Adventure-Capitalists-Sustainable/dp/1119906032?&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=2fea5bf8728678206213f14d9afcf14d&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>POWER OF CAPITAL</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/rewind-china-emerging-frontier-markets/" rel="noopener noreferrer" target="_blank"><st