MoneyTalk

 

Investing In The Final Frontier

17 October 2011
In this week’s episode:

David Kuo chats with Sharat Dua from emerging markets specialist Charlemagne Capital about investing in Africa and the Middle East. Sharat explains why private investors should consider having some exposure to the "Final Frontier" and why it would be wrong to pigeon-hole Africa and the Middle East as simply another play on commodities. Listen out for the industries and companies that Sharat believes should grow as the number of middle class consumers in these regions increases.

 

A transcript of this podcast is also available.

David Kuo and Sharat Dua
David Kuo and Sharat Dua

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Comments

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shinygoldcar 17 Oct 2011 , 11:20am

I found this a really interesting podcast. It covered topics less widely discussed, which is nice.
Thanks very much

opalesque 17 Oct 2011 , 1:15pm

Julian Mayo is Co-CIO of Charlemagne Capital (UK) and has over 25 years’ investment experience, most of which has been focused on emerging markets. In this Opalesque.TV BACKSTAGE interview, Julian points out that many investors underestimate the speed and opportunities when countries (emerging and frontier) “emerge”. He gives valuable historical insights and examples how quickly countries can transform themselves to “emerged” and explains the specific challenges when investing in Emerging Markets Equities.

To know more about Julian Mayo visit this video: http://www.opalesque.tv/hedge-fund-videos/Julian_Mayo/1

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About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

From quick tips on how to tidy up a wayward portfolio to in depth discussions with industry experts, MoneyTalk tackles a different topic every week.

The MoneyTalk RSS feed has details of our last 100 shows.

About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.