Good Value | Pragmatic Value Investing
Business:Investing
In this episode, Alison Savas, talks with Antipodes Emerging Markets co-portfolio managers Sunny Bangia and John Stavliotis.
They discuss why investors should consider Emerging Markets now, along with some of the key opportunities across emerging economies - including Mexico, Indonesia and Brazil.
RWE’s Michael Muller on Europe’s power crunch
Quarterly update: The time for a contrarian mindset (Q2 2022)
Seagate Technology : Uncovering value amid the Nasdaq bear market
Meta & the battle for digital advertising supremacy
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Energy and commodities: strengthening portfolios today, but what about the future?
Norsk Hydro: An aluminium giant for the new world
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
Europe‘s energy crisis
Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
Uncovering ESG investing opportunities
Finding value in big tech
Quarterly update: Outlook for global equities (Q2 2021)
Antipodes' approach to investing in China
Challenging the inflation consensus
Quarterly update: The emergence of new market leaders (Q1 2021)
Tesla, Volkswagen and the race for EV domination
The tech behind big tech - why semiconductors are like shovels in a gold rush
Why investors can't ignore decarbonisation
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