Ensombl | Investment Podcast – Emerging Markets
In this ensombl podcast episode, host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets.
With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.