Masters in Business James Donald Discusses the Sensitivity of Emerging Markets
Mar 19, 2018
James Donald, head of emerging markets at Lazard Asset Management, discusses investing in emerging markets. Topics include India under Modi's initiatives, opportunities in Russia and Indonesia, stock selection based on valuation, China's market development, and advice for millennials in finance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 4min
Career Journey from Toronto to London in Finance
04:01 • 2min
Navigating Emerging Markets: Past, Present, and Future
05:46 • 16min
Emerging Markets and Investment Strategies
21:52 • 12min
Exploring Valuation and Stock Distribution in Emerging Markets
34:10 • 5min
Emerging Market Countries: Progress and Challenges
39:21 • 6min
Exploring Emerging Markets: China's Development and Urbanization Trends
45:27 • 14min
Influential Mentors, Investment Philosophies, and Emerging Markets Evolution
59:07 • 10min
Navigating Challenges and Rewards in Emerging Market Investments
01:09:27 • 3min