Value investors currently love emerging markets. Whether you look at outlooks from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will see a much more favorable outlook for emerging markets than the US. But there is another side of the emerging markets story that has little to do with traditional value investing. There is also a significant growth story being driven by the emerging market consumer, and that story is being fueled by the internet.
In this episode, we take an in depth look at the growth potential of emerging markets with Kevin Carter, founder of the EMQQ ETF, which is a pretty amazing growth story itself, with over $1 billion in assets. We look ay why standard emerging market indexes may be broken and why the emerging market consumer is leading one of the greatest growth stories in the world.
Originally Posted on October 18, 2021 – The Underappreciated Growth Story of Emerging Markets with Kevin Carter
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