An evening with Orbis: Emerging markets

Time to update your maps

RSVP

This lunch provides a unique opportunity to analyse critical topics with your peers, enhancing your client conversations and investment outcomes.

Laurence Parker-Brown will be joined by Saurav Das, from Orbis.


Date
Thursday, 23 July
Time
12:30pm - 2:30pm

Location
The Sanderson
285 George St,
Sydney, NSW 2000

Please RSVP via the button below.

What’s on the menu:

  • Why 15 years of US dominance has left investors anchored to an outdated view of emerging markets, and what's changed.

  • EM equities at a near-record discount to the US, and what a fragile, expensive dollar means for currency exposure.

  • Spotting genuine governance reform versus political theatre, and why strong economic growth doesn't always reach shareholders

  • Why index exposure concentrated in China, Taiwan and a richly priced India makes the case for genuine selectivity

Speaker

Saurav Das
Head of Research for Emerging Markets

Saurav Das joined Orbis in 2011 and is Head of Research for the Emerging Markets investment team, with primary responsibility for researching equities in India, Southeast Asia, Eastern Europe and Latin America. He previously worked in private equity at Blackstone and in management consulting at McKinsey & Company. Saurav holds a Bachelor of Technology in Mechanical Engineering (Honours) (Indian Institute of Technology, Kharagpur), a Master of Business Administration (Honours) (Harvard Business School) and is a Chartered Financial Analyst. Saurav is based in Hong Kong.

RSVP

Contact

Jaylen DeCarlo
Account Manager

jaylen@theinside.network
+61 494 155 513