Opto Sessions – Invest in the Next Big Idea

Time to Invest in Emerging Markets?

May 31, 2023 Haydn Brain & Ed Gotham
Opto Sessions – Invest in the Next Big Idea
Time to Invest in Emerging Markets?
Show Notes

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Emerging markets offer unique opportunities and challenges for investors, and understanding the key themes driving these markets is crucial. 

In this compilation episode, different experts from companies such as BlackRock, JPMorgan and Pzena Investment Management highlight both the challenges and the great potential they offer. 

The rise of the consumer class, driven by the emergence of the middle class, especially in Asian markets, presents a powerful secular trend. Innovation and technology, including blockchain and digital payments, are revolutionising financial inclusion and unlocking new avenues for economic development. Geopolitical factors, though uncertain, also offer opportunities for value investors who can navigate these complex landscapes.

While concerns and fears may exist, our conversations reveal that there is substantial room for growth and opportunity in emerging markets. Enjoy!

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