The Frontier Boom You Didn’t See Coming | @alpha-uncovered (Alvin Fan x Ruchir Desai)

Описание: #FrontierMarkets #EmergingMarkets #InvestingInAsia #SriLanka #Pakistan #CentralAsia #investinvietnam #investinthailand

(00:00) - Teaser
(00:33) - Introducing Ruchir Desai & AFC Asia Frontier Fund
(02:05) - Why Frontier Markets Are Underresearched Yet Profitable
(05:10) - Navigating Macro & Political Risks in These Markets
(09:20) - Frontier Markets & Global Macroeconomic Cycles
(12:40) - Bottom-Up Research in Undercovered Markets
(16:05) - Demographics & Consumption Growth in Pakistan, Bangladesh & Vietnam
(20:32) - Sri Lanka’s Resurgence: Tourism, Trade & Indian Leverage
(26:10) - How Central Asia Is Thriving Amid Global Shifts
(30:25) - Georgia’s Black Sea Trade & Kazakhstan’s Fintech Boom
(36:15) - The Rise of Digital Banking & Super Apps in Central Asia
(41:05) - Investment Strategies: Large Caps vs. Small Caps
(45:18) - Why Frontier Markets Offer a Multi-Year Growth Opportunity
(50:12) - Lessons Learned from 12 Years in Frontier Investing
(54:30) - Closing Thoughts

In this episode, Ruchir Desai, co-fund manager of the AFC Asia Frontier Fund, shares insights on investing in often-overlooked markets like Sri Lanka, Pakistan, and Central Asia. From demographic-driven growth to supply chain shifts and financial innovation, Desai explains why these economies are at an inflection point. We explore how macro risks are managed, why digital banking and fintech are thriving, and how investors can capitalize on this once-in-a-generation opportunity.

📅 Recorded on: 10 Dec, 2024
🎙 Guest: Ruchir Desai, Co-Fund Manager, AFC Asia Frontier Fund
🎙 Host: Alvin Fan, CEO, OPIM

Follow AFC www.asiafrontiercapital.com
LinkedIn:   / 3560411  
X: @AsiaFrontierCap

Follow OPIM www.opim.com.hk/en
LinkedIn: https://bit.ly/3xDZFgs
Spotify: https://spoti.fi/4cIgqFR
Apple Podcast: https://apple.co/45JUyrs