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Overlooked and underrated
Manage episode 324636369 series 3335470
محتوای ارائه شده توسط Alex Watson. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Alex Watson یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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.
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