Tassos Stassopoulos
Podcast Investment Uncut: Using ethnographic research to capture growth opportunities in EMs
In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging...
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Tassos Stassopoulos
Mar 204 min
Brewing Change: Local Innovation vs. Global Giants
After a decade and a half of ethnographic studies, we are observing the biggest shift in Chinese values we have seen to date. It is...
Tassos Stassopoulos
Feb 262 min
Beyond the Price Tag: Understanding China's Electric Vehicle Boom
During our ethnographic study in China in November 2023, we asked Chinese respondents to identify areas where they believed China...
Tassos Stassopoulos
Dec 5, 20231 min
Keynote: When investing, a youthful mindset is everything
What does the wizarding world of Harry Potter and Emerging Markets have in common? At Australia's Portfolio Construction Forum Strategies...
Tassos Stassopoulos
Jun 14, 20234 min
Why E gets the focus, S is misinterpreted, and G could do better
The developed world’s focus on more easily measurable environmental metrics is happening to the detriment of social impact. Investors are...
Tassos Stassopoulos
May 23, 20234 min
Is China’s reopening poised for the next leg?
Chinese equities witnessed a 30% reopening rally from the end of November 2022 to the end of January 2023, only to lose half of that gain...
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