EMQQ's Kevin Carter on Emerging Market Opportunities

TL;DR

Kevin Carter discusses the importance of emerging markets, the flaws of traditional indexes, managing government regulations, and the growth of emerging market internet companies.

Transcript

welcome to the salt sideline report i am leanna hawkins and we are here at salt new york 2021. we are talking to kevin carter he is the founder and cio at emq welcome kevin thanks for having me so you are speaking at salt this week about all things emerging markets which is something that you focus on at emq you just gave me some very interesting s... Read More

Key Insights

• 🌍 Emerging markets constitute a significant portion of the world's population and present promising investment opportunities.
• 🫰 Traditional passive indexes are ineffective in emerging markets due to corruption and inefficiency.
• 😃 Governments worldwide are grappling with regulating big technology companies.
• 🚨 SALT New York 2021 provides a platform to discuss the rapid growth of emerging market internet companies.
• 📱 The adoption of smartphones and mobile broadband is bringing computers and internet access to emerging markets.
• ♿ The combination of the three mega trades (demand, computer access, and internet access) is driving the growth of emerging market internet companies.
• 🧑 SALT New York 2021 signifies the reopening of the economy and the importance of in-person events.

Questions & Answers

Q: Why are emerging markets important for investors?

Emerging markets represent 85% of the world's population and offer significant growth opportunities as consumers demand better products and services.

Q: What are the challenges in investing in emerging markets?

State-owned enterprises, government-owned banks, and corruption pose challenges for investors, highlighting the flaws of traditional passive indexes.

Q: How does Kevin Carter manage government regulations and different entities when creating investment products?

Carter believes in tracking the entire emerging markets internet sector without discriminating against specific countries. Governments worldwide are dealing with the rise of big technology companies, creating a government versus big tech battle globally.

Q: What will Kevin Carter discuss at SALT New York 2021?

Carter will focus on the rapid adoption of smartphones, bringing computers and internet access to billions of consumers in emerging markets, creating the fastest-growing sector.

Summary & Key Takeaways

• 85% of the world's population is considered part of an emerging market, making it a crucial focus for investment.

• Emerging market consumers are seeking better products and services, creating a growth opportunity.

• Traditional passive indexes are ineffective in emerging markets due to corruption and inefficiency.