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5 results for “underserved markets”
...markets, which is to say the vast majority of investment vehicles in emerging markets are mono asset class. It's either private equity or it's private credit or it's infrastructure. Many of them are regional or subregional, and that is a terrible way
36:45 / 37:45
from transcript36:45 – 37:45
...markets. It is a terrible way because the deal flow in emerging markets will not support mono asset class, single country, subregional funds, and therefore, the people who raise that money end up deploying it badly. Layer into that a fifteen year bea
0:00 / 1:02
from transcript0:00 – 1:02
...markets, you know, we haven't really touched on, Africa and India. And I know in the book you wrote a fair amount about applying the constraints based framework to your prognosis for India. Why don't you walk through some of your thoughts on India? I
44:14 / 45:22
from transcript44:14 – 45:22
...markets appear cheaper than The US, but contend with structural inefficiencies, political instability, and sluggish innovation. Broad exposure remains hard to justify outside of select markets like Japan. Emerging market equities offer compelling val
2:18 / 3:21
from transcript2:18 – 3:21
...markets, and there's generally a really pessimistic view. I think that's really positive, and that's because I think people think this trade war between China and The US is somehow going to be negative for emerging markets, that rewiring of supply ch
41:10 / 42:19
from transcript41:10 – 42:19
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