Thinking outside the U.S. box: Emerging markets opportunities скачать в хорошем качестве

Thinking outside the U.S. box: Emerging markets opportunities

#CapGroupGlobal Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the prime minister of India, brought attention to Capital Group’s views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, this episode is for you. Listen on Apple: https://bit.ly/4hvKPd7 Listen on Spotify: https://bit.ly/4gfQwLf 00:00 Introduction 01:05 Early acting career 03:53 Tell us about starting the Singapore trading desk in the '90s 05:30 Which was your favorite of the 10 Capital Group offices you've worked at? 07:06 What does having a "tingle of paranoia" mean in how you find ideas? 08:49 As a global investor, tell us about 5-10 year opportunities outside the U.S. 11:57 Why is India such a big opportunity and why did the PM retweet your article? 16:01 Why do you tend to hold so little cash in your portfolio? 18:02 Office treasure hunt 20:47 Talk about some lessons learned 23:22 What's your investment edge? 26:18 Share investment ideas where you have highest convictions 29:01 Mentors who impacted you at Capital Group? 31:45 Obsessively grateful moment This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.