Investment Podcast #40 - Emerging Markets

As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu (Orbis Investments) to challenge conventional thinking on emerging markets. They explore how many investors remain anchored to outdated perceptions, despite significant advances in governance, innovation, technology, and economic development across emerging economies. From Korea’s corporate reforms and China’s digital leadership to the valuation opportunities often overlooked in global portfolios, the discussion highlights why emerging markets may deserve a larger role in diversified portfolios. With a focus on bottom-up stock selection, long-term compounding, and finding exceptional businesses run by exceptional people, this episode offers advisers a fresh perspective on one of the most misunderstood areas of investing.