Investing in Emerging and Frontier Markets w/ Asha Mehta (MI228)

Описание: Rebecca Hotsko chats with Asha Mehta. They discuss which emerging markets Asha believes offer the greatest return opportunities, which emerging markets are too risky to invest in, what additional risks investors need to consider before investing in emerging economies, whether Chinese equities are too risky to invest in, how investors should think about the delisting threats of Chinese equities, why inflation has actually been positive for some emerging economies and so much more!

Asha Mehta is the Founder and Chief Investment Officer of Global Delta Capital, with a focus on Emerging & Frontier Markets and Sustainable Investing. In addition to having managed the world’s first Frontier markets fund, she launched one of the earliest onshore China strategies in the United States. She is also the author of the upcoming book POWER OF CAPITAL.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:32 - Why you might want to invest in emerging and frontier markets for higher returns
00:03:38 - What is a frontier market and why does a country’s classification matter for stock returns?
00:18:31 - Why inflation has actually been positive for some emerging market’s returns
00:22:24 - Is China too risky to invest in?
00:26:54 - Should US investors be worried about the delisting threat of Chinese equities?
00:31:38 - Which emerging markets Asha thinks are overvalued right now
00:32:11 - Why Asha believes India is the next big emerging market

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📖  BOOK MENTIONED:
Power of Capital by Asha Mehta: https://amzn.to/3Sn6FD8

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

▶️ RELATED EPISODES:
(MI Rewind) China, Emerging & Frontier Markets w/ Kevin Carter: https://bit.ly/3S6nfat
(MI130) Are Emerging Markets Undervalued? w/ James Fletcher: https://bit.ly/3qVw6Qz
(TIP422) Frontier Market Investing w/ Maciej Wojtal: https://bit.ly/3xHJsDA

💡 OTHER RESOURCES
Connect with Asha: https://bit.ly/3UsvvmT
Check out Global Delta Capital: https://bit.ly/3DKeMpe
Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF

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WHO I AM:
I’m Rebecca Hotsko, an investor and entrepreneur 💼 based in Canada; co-founder of a luxury boat ⛵ sharing club in Kelowna, British Columbia. I graduated from the University of Saskatchewan with a bachelor’s degree 🎓 in Economics and completed CFA levels I and II. I gained valuable experience working as an analyst for the Bank of Canada 🏦, the federal energy regulator, and in investment management. My passion for teaching others how to invest using time-tested strategies backed by empirical data led me to create an investing blog 💻 in 2020.

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GET IN TOUCH WITH ME 💬:

I’d love to hear from you! Send me a tweet 🐦 directly at   / rebecca_hotsko   if you’d like to have a quick exchange of thoughts!

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