emerging markets

“In emerging markets I've always believed that getting the country right is very important. Country. And then at the end of the day, Like you have to buy the best quality companies in that country, but if you get the country wrong, then if you're investing in A…”

“I'm saying that as a small portion to what I think, but otherwise most of my capital is international today. My own portfolio. It's mainly emerging markets. And even Europe.”

“If you look at the Western countries today most governments lose election there whereas in emerging markets, in developing countries of late, most incumbents are winning their elections which is the big difference that's happened.”

“1.2 billion young people in the emerging markets are going to become 18 years of age in the coming Mutomati 15 years. Right? Yeah. Currently, the same markets, currently, this is pre-AI, and we can talk about AI's impacts on the developed world versus the de…”

“In the emerging markets years back, if you were a global multinational brand, you had a halo of which you didn't feel you could get domestically. That certainly has changed.”