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Innhold levert av Alex Watson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alex Watson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Overlooked and underrated

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Manage episode 324636369 series 3335470
Innhold levert av Alex Watson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alex Watson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic.

That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively.

Over the course of 20 minutes, the duo shine a light on valuation discrepancies, the shifting attitude towards ESG and the importance of chatting to local taxi drivers. They also explain why company ratings in developing economies can be misleading and reveal their five-point checklist for how to identify a quality business.

  continue reading

14 episoder

Artwork
iconDel
 
Manage episode 324636369 series 3335470
Innhold levert av Alex Watson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alex Watson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic.

That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively.

Over the course of 20 minutes, the duo shine a light on valuation discrepancies, the shifting attitude towards ESG and the importance of chatting to local taxi drivers. They also explain why company ratings in developing economies can be misleading and reveal their five-point checklist for how to identify a quality business.

  continue reading

14 episoder

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