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cover of episode Is Emerging and Frontier Markets Investing Still Worth It? - with Asha Mehta

Is Emerging and Frontier Markets Investing Still Worth It? - with Asha Mehta

2022/11/23
logo of podcast Money For the Rest of Us

Money For the Rest of Us
AI Deep Dive AI Chapters Transcript
People
A
Asha Mehta
C
Camden
D
David Stein
K
Kevin
通过《AI For Humans》播客，推广和解释最新的艺术智能技术和趋势。
Topics
Asha Mehta: 量化投资策略结合实地考察，利用数据优势进行客观分析，同时结合主观经验判断市场趋势和潜在风险。 新兴市场存在结构性低效，传统基本面因素仍然有效，但需要结合独有的信号和应用。 应关注国家层面的投资机会，而非整体市场，市场自由化和亲商政策有利于经济增长。 中国市场存在风险，但不能忽视其长期经济潜力和技术实力。 投资者应谨慎投资，考虑治理风险和社会风险，并关注资本对当地生态系统的影响。 美元周期对新兴市场有影响，但新兴市场通常恢复速度快于发达市场。 印度市场估值偏高，但小盘股和中盘股仍有投资机会。 Camden: 量化投资中，主观经验如何与客观决策相结合？ 投资人权记录不良的国家时，如何平衡收益与道德责任？ David Stein: 新兴市场和前沿市场的整体收益增长乏力，原因何在？ 散户投资者如何投资新兴市场？ 鉴于中国共产党最近的代表大会，如何看待中国市场的投资机会？ 美元周期对新兴市场的影响如何？

Deep Dive

Shownotes Transcript

Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well as the risks.

Topics covered include:

  • How to go about investing in emerging markets
  • Should you invest in China
  • Where are the most promising emerging and frontier markets
  • Why aggregate emerging markets earnings have been lackluster
  • How to balance quantitative analysis with subjective reasoning

For more information on this episode click here).

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Show Notes

Power of Capital by Asha Mehta)

Global Delta Capital)

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