Why this emerging market pro prefers India to China
On this week’s show Kyle is joined by emerging market investor Carlos Hardenberg to discuss prospects for this investment area. Hardenberg, who manages Mobius Investment Trust, explains why he has very little exposure to China, but is much more positive on Taiwan, India and South Korea. He also explains how he approaches political risk and why technology is a key focus, accounting for just over 60% of the portfolio.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
Kyle Caldwell is Collectives Editor at interactive…
The skinny
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