Outlook on Asia and Emerging Markets
A conversation with Polen Capital's Emerging Markets portfolio managers.
In this recent webinar, Emerging Markets Growth portfolio managers Mark Williams, Carrie Chan, and June Lui discuss recent developments in their respective portfolios as well as the state of the economies they cover.
Webinar Chapters
3:45: Views on investability of China
10:00: Investment landscape in India
12:45: Views on investing in Korea
17:05: Asia's global position as a producer and a consumer
22:18: Demographics of India
23:43: Emerging markets opportunities outside of Asia
27:55: Sector growth in Indonesia
30:40: Artificial intelligence
35:05: Environmental pollution and its impact on emerging markets
41:56: Potential impact of US elections on emerging markets
Meet the Speakers
Important Disclosures
The views expressed during the event are those of the presenters as of April 2024, and should not be construed as a recommendation to purchase or sell any particular security. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice, and, because investment decisions are based on many factors, may not be relied on as an indication of trading intent on behalf of any Polen Capital investment strategy. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results.
This document does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. It is possible to lose money on an investment in the interval fund or any other product managed by Polen Capital. Past performance does not guarantee future results and profitable results cannot be guaranteed.
The information in this video has been prepared without taking into account individual objectives, financial situations or needs. It should not be relied upon as a substitute for financial or other specialist advice. This video is provided for informational purposes only and may not be reproduced in any form or transmitted to any person without authorization from Polen Capital.
Past performance is not indicative of future results and profitable results cannot be guaranteed. This information should not be construed as a recommendation to purchase, hold, or sell any particular security. Specific securities described may or may not be held in portfolios managed by Polen Capital. There is no assurance that any securities discussed herein will be in the portfolio at the time you review this video or that any securities sold have not been repurchased. The securities discussed do not necessarily represent the entire portfolio. It should not be assumed that any of the securities, transactions or holdings discussed were or will prove to be profitable or that any investment recommendations we make in the future will equal the investment performance of the securities discussed herein. For a complete list of Polen Capital’s past specific recommendations for the last year, please contact [email protected]