"Pre-Covid, I was on the road every month and I'd be going to these markets," Pot said in an interview."Ultimately, what I've been trained as an active manager means meeting with these companies, speaking with these companies, and engaging with these companies.
"China is currently 40% to 45% of the main emerging markets indices. Ironically, you have started to see ex-China indices emerge, yet these indices don't diversify EM exposure as they primarily just add more Taiwan, Korea, Brazil, India, and also South Africa," he said."What's ironic is that this South Africa exposure is 100% Naspers, which in turn is 95% Tencent, so even the MSCI ex-China indices still have material China exposure.
Well, none of Cathy’s $ARKs are doing well. Still want to give $$$ to her apprentice?
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