This podcast features an interview with Christine Phillpotts of Ariel Investments, an expert in emerging and frontier market investing. The conversation covers her career path, insights into the differences between emerging and frontier markets (using MSCI definitions), and her current focus on identifying undervalued companies with growth potential in regions like Southeast Asia and China, despite acknowledging the risks associated with investing in China. Phillpotts emphasizes a bottom-up stock-picking approach, considering macroeconomic factors but prioritizing company-specific analysis and catalysts for value appreciation. Listeners gain insights into navigating market inefficiencies and the importance of on-the-ground research in emerging markets.
