9. Nästa generations tillväxtmarknader - med flexibilitet för dagens investerare

from Investera med East Capital Group · host East Capital Group

Tillväxtmarknader handlar inte längre om att ”komma ikapp” - flera är redan globala teknikledare. I det här avsnittet ger Jacob Grapengiesser, partner och investeringsansvarig på East Capital, en uppdatering om trender, möjligheter och risker i marknader som Indien, Brasilien, Indonesien och Förenade Arabemiraten. Han förklarar varför East Capital Global Emerging Markets ex China lanseras nu, hur en separat Kinaexponering kan ge större flexibilitet och hur investerare kan bygga portföljer som håller när tillväxtmarknader utvecklas i olika takt. Moderator: Per Elcar, vd, East Capital Group.

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This episode was published on December 1, 2025.

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