This episode contains sponsored content by Fidelity

Podcast Disclaimer | Fidelity Australia

Amit Goel is the Lead-Portfolio Manager, Fidelity Global Emerging Markets Fund and Portfolio Manager, Fidelity India Fund.

We found this to be a fascinating conversation with Amit, who exposed a number of new companies to us that we'd never heard of - which we love! Amit is clearly incredibly passionate about emerging markets and we learned a lot about finding your investable universe, cutting out the noise and honing in on long-term opportunities. The best company he's ever seen is one we weren't expecting either...

Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% by 2025.1 Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies. Some of the largest e-commerce, gaming, social media and hardware manufacturers reside in emerging markets.

Books mentioned in this episode:

The Essays of Warren Buffett - Lawrence A. Cunningham
Why Nations Fail: The Origins of Power, Prosperity and Poverty - James Robinson
The Gene: An Intimate History - Siddhartha Mukherjee

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