In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual companies rather than countries. He highlights the challenges faced by companies in China, such as government interference and encroachment on operations and governance. Foster also discusses his investment approach, focusing on income and value. Despite the changing landscape, he still finds China investable and continues to research and invest in the country. Overall, this episode provides valuable perspectives on the evolving dynamics of emerging markets and the importance of company-specific analysis in investment decisions.
WEALTHTRACK Episode 2026 originally broadcast on December 22, 2023
More info: https://wealthtrack.com/andrew-foster-is-finding-undervalued-high-quality-market-leading-companies-in-emerging-markets/
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