In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
Key topics:
2:00 – Investment outlook for emerging Asian equities
4:30 – Effect of China’s reopening
8:45 – Indian stock market valuations and business cycle
10:45 – Emerging markets geopolitical risks
16:00 – On-the-ground research
18:45 – Importance of EM ESG
21:00 – Capital allocation across EMs
23:45 – Personal observations
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