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EP 57: Explore the intricacies of emerging market equities - Fidelity International
Manage episode 377681157 series 2498101
In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially attractive valuations and emphasise the importance of understanding businesses and effectively managing risks.
68 epizódok
Manage episode 377681157 series 2498101
In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially attractive valuations and emphasise the importance of understanding businesses and effectively managing risks.
68 epizódok
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