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.


Date:
Thursday, 23 July

Time:
12:00pm - 2:00pm

Location:
The Sanderson
285 George St,
Sydney, NSW 2000

What’s on the menu:

  • Why most advisers are still viewing emerging markets through a pre-2020 lens and what has actually changed

  • Where value sits in EM equities right now and how a weakening US dollar reshapes currency risk

  • How to think about corporate governance in growth markets and how to spot genuine reform over political theatre

  • The case for genuine selectivity over index exposure in concentrated markets like China, Taiwan and India

  • How advisers are approaching emerging markets allocations and communicating the opportunity to clients

Speaker

Saurav Das
Head of Research for Emerging Markets

Saurav Das is Head of Research for the Emerging Markets team at Orbis, where he has been based in Hong Kong since 2011. He covers equities across India, Southeast Asia, Eastern Europe and Latin America, and brings prior experience from Blackstone (private equity) and McKinsey & Company. Saurav holds a BTech from IIT Kharagpur, an MBA from Harvard Business School and the CFA designation.

RSVP

Contact

Ashley Ryburn
Head of Community

ashley@theinside.network
+61 432 993 402

Jaylen DeCarlo
Account Manager

jaylen@theinside.network
+61 494 155 513