‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets
Update: 2024-07-16
1
1Description
In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets.
Timestamps
1:00 Stocks in portfolio & TSMC
6:04 Nasper
8:23 Buybacks in EM
11:15 General take on China
16:08 Shorting
19:10 India
22:48 Concentrating elsewhere
24:34 Other EM options
27:11 Overlooked themes
29:11 Risks that investors are overlooking
Hosted on Acast. See acast.com/privacy for more information.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
