A Digital Revolution in Emerging Markets with Kevin Carter | #𝐒𝐀𝐋𝐓𝐍𝐘 | Summary and Q&A

TL;DR

With billions of people in emerging markets gaining access to the internet and technology, the non-Chinese internet sector is experiencing unprecedented growth, offering investment opportunities beyond China.

Key Insights

• 👯 The non-Chinese internet sector in emerging markets is experiencing significant growth, driven by billions of people gaining access to technology and increasing consumer demand.
• 👶 Fintech is a major focus, with digital payments, investments, and financial services being digitized in emerging markets, providing new opportunities for investors.
• 🥺 Companies like Alibaba, Tencent, and others are leading the charge in this frontier, offering unique investment opportunities outside of China.
• 😫 A new index focusing exclusively on the non-Chinese internet companies in emerging markets is set to be launched, providing investors with a specialized vehicle to capitalize on this trend.
• 🍉 Despite challenges and risks, investing in emerging markets outside of China presents compelling opportunities for long-term growth and diversification in investment portfolios.
• 🍉 The recent regulatory actions in China's education and tutoring sector have created uncertainty, but long-term investors should not be deterred by short-term market fluctuations.
• 🚱 Valuations in the non-Chinese internet sector are currently attractive compared to their Chinese counterparts, offering potential for significant returns.

Transcript

so thank you all for uh showing up to hear my talk um i'm going to do three things today first i'm going to tell you who i am and uh how i think about investing how i got involved with china and emerging markets 15 years ago and then i would tell you everything i think you need to know about investing in emerging markets um i will tell you how we d... Read More

Questions & Answers

Q: Why is the non-Chinese internet sector growing rapidly in emerging markets?

The growth of the non-Chinese internet sector can be attributed to three major factors: increased access to computers, the internet, and rising consumer demand. Billions of people in emerging markets are gaining access to technology, which is transforming their lives and creating new business opportunities.

Q: What are some of the key companies driving the growth of the non-Chinese internet sector?

Companies like Alibaba, Tencent, Zomato, and others are at the forefront of the non-Chinese internet sector. They offer a range of services, from e-commerce platforms to fintech solutions, catering to the growing demand of consumers in emerging markets.

Q: Is investing in emerging markets outside of China a good opportunity for investors?

Yes, investing in the non-Chinese internet sector in emerging markets presents exciting growth opportunities. With the rapid digital transformation taking place in these markets, companies are well-positioned to capture the expanding consumer demand and generate significant returns for investors.

Q: What are the unique challenges and risks associated with investing in emerging markets?

Investing in emerging markets can pose challenges such as poor corporate governance, political instability, and regulatory uncertainties. It's crucial for investors to conduct thorough research, assess the risks, and choose companies with strong fundamentals and reliable management teams.

Summary & Key Takeaways

• The world of investing in emerging markets is changing, with China dominating the space for many years. However, the non-Chinese internet sector is now emerging as a significant player.

• The three mega trends of billions of people gaining access to computers, the internet, and increased consumer demand are driving the growth of the non-Chinese internet sector.

• Fintech is a major focus, with digital payments, investments, and other financial services being digitized and transforming the way people in emerging markets conduct their financial transactions.

• Companies like Alibaba, Tencent, Zomato, and others are leading the charge in this exciting new frontier, offering investors unique opportunities for growth outside of China.

• A new index is soon to be launched, focusing exclusively on the non-Chinese internet companies in emerging markets, offering investors a specialized vehicle to capitalize on this trend.