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Polar Capital’s Nøddekær on Economic Value Added

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Manage episode 467280064 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, senior Asia equity strategist for Bloomberg Intelligence, spoke with Jorry Nøddekær, lead portfolio manager for the Polar Capital Emerging Market Stars Fund (POLEX) about finding economic value added that is mispriced by the market. They also discussed why identifying growth opportunities requires understanding demand and supply imbalances, why currency risk is a significant factor in emerging market investments and why investors should be cautious about relying too heavily on China.

See omnystudio.com/listener for privacy information.

  continue reading

35 episodes

Artwork
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Manage episode 467280064 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, senior Asia equity strategist for Bloomberg Intelligence, spoke with Jorry Nøddekær, lead portfolio manager for the Polar Capital Emerging Market Stars Fund (POLEX) about finding economic value added that is mispriced by the market. They also discussed why identifying growth opportunities requires understanding demand and supply imbalances, why currency risk is a significant factor in emerging market investments and why investors should be cautious about relying too heavily on China.

See omnystudio.com/listener for privacy information.

  continue reading

35 episodes

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