Opto Sessions – Invest in the Next Big Idea

Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Market

November 09, 2023 Haydn Brain & Ed Gotham
Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Market
Opto Sessions – Invest in the Next Big Idea
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Opto Sessions – Invest in the Next Big Idea
Kevin T. Carter - Why India Might Be the ‘Perfect’ Emerging Market
Nov 09, 2023
Haydn Brain & Ed Gotham

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show.

In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese market and key takeaways from that experience, emphasising the paramount role of the consumer sector in emerging markets and the allure of consumer-oriented internet companies. We shift the focus to India's evolving digital landscape, exploring how key players like Reliance Industries, with their Jio initiative, are contributing to nationwide 4G and 5G connectivity and how other companies, including Zomato and Info Edge, are revolutionising India's digital landscape. We conclude with Kevin sharing why he believes India’s economic growth could beat current predictions. Enjoy!


Listen to our previous interviews with Kevin here:

Learn about INQQ: https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823

Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684

Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862

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Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information co

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Show Notes

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we have the pleasure of welcoming Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global, back to the show.

In this episode, Kevin walks us through how to invest in emerging markets, discussing his investment philosophy and shedding light on the challenges with traditional indexes, including the MSCI Emerging Markets index. We also explore his foray into the Chinese market and key takeaways from that experience, emphasising the paramount role of the consumer sector in emerging markets and the allure of consumer-oriented internet companies. We shift the focus to India's evolving digital landscape, exploring how key players like Reliance Industries, with their Jio initiative, are contributing to nationwide 4G and 5G connectivity and how other companies, including Zomato and Info Edge, are revolutionising India's digital landscape. We conclude with Kevin sharing why he believes India’s economic growth could beat current predictions. Enjoy!


Listen to our previous interviews with Kevin here:

Learn about INQQ: https://podcasts.apple.com/gb/podcast/kevin-t-carter-inqq-is-india-the-next-internet-e/id1504694129?i=1000610821823

Learn about EMQQ: https://podcasts.apple.com/gb/podcast/83-kevin-t-carter-the-biggest-opportunity-in-the/id1504694129?i=1000537073684

Learn about FMQQ: https://podcasts.apple.com/gb/podcast/109-kevin-t-carter-fmqq-investing-in-frontier-markets/id1504694129?i=1000555793862

------------------

Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information co

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.