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Podcast: Excess Returns
Episode: The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Description: Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will see a much more favorable outlook for emerging markets than the US. But there is another side of the emerging markets story that has little to do with traditional value investing. There is also a significant growth story being driven by the emerging market consumer, and that story is being fueled by the internet. In this episode, we take an in depth look at the growth potential of emerging...