11. Östeuropa 35 år efter Berlinmurens fall och stark tillväxt och låga värderingar på frontiermarknaderna

from Investera med East Capital Group · host East Capital Group

I det här avsnittet har vd, Per Elcar, bjudit in East Capitals fondförvaltare Eglé Fredriksson och senior analytiker Alexander Gyllenberg för att diskutera Östeuropa och frontiermarknader. Eglé lyfter fram 35-årsdagen av Berlinmurens fall, regionens starka tillväxt, och rekordlåga värderingar i marknader som Polen, Grekland och Rumänien. Alexander reflekterar över frontierfondens framgång 2024 och ser framåt mot nya möjligheter i Vietnam och Mellanöstern samt hur låga värderingar skapar attraktiva investeringar inför 2025.

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This episode was published on December 12, 2024.

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