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‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets

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Konten disediakan oleh Investors' Chronicle. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investors' Chronicle atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

1037 episode

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iconBagikan
 
Manage episode 429124183 series 124416
Konten disediakan oleh Investors' Chronicle. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investors' Chronicle atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

1037 episode

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