Thinking outside the U.S. box: Emerging markets opportunities

Описание: #CapGroupGlobal

Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the prime minister of India, brought attention to Capital Group’s views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, this episode is for you.

Listen on Apple: https://bit.ly/4hvKPd7
Listen on Spotify: https://bit.ly/4gfQwLf

00:00 Introduction
01:05 Early acting career
03:53 Tell us about starting the Singapore trading desk in the '90s
05:30 Which was your favorite of the 10 Capital Group offices you've worked at?
07:06 What does having a "tingle of paranoia" mean in how you find ideas?
08:49 As a global investor, tell us about 5-10 year opportunities outside the U.S.
11:57 Why is India such a big opportunity and why did the PM retweet your article?
16:01 Why do you tend to hold so little cash in your portfolio?
18:02 Office treasure hunt
20:47 Talk about some lessons learned
23:22 What's your investment edge?
26:18 Share investment ideas where you have highest convictions
29:01 Mentors who impacted you at Capital Group?
31:45 Obsessively grateful moment

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