Description
Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well as the risks.
Topics covered include:How to go about investing in emerging marketsShould you invest in ChinaWhere are the most promising emerging and frontier marketsWhy aggregate emerging markets earnings have been lacklusterHow to balance quantitative analysis with subjective reasoning
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Show Notes
Power of Capital by Asha Mehta
Global Delta Capital
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