Emerging Market Investing: You're Doing it Wrong
Tassos Stassopoulos discusses with Max Wiethe at Real Vision, why the tailwind of Emerging Market consumer demand growth is strong enough to overpower macro headwinds, the EM trends brought to light by ethnographic research and how COVID-19 is accelerating certain trends.
Please click to access the interview below:
00:01:03 Foundations & Background
00:05:58 Emerging Market Epiphanies
00:13:52 What Drives Trends?
00:18:59 Identifying Consumer Trends with Ethnographic Research
00:24:22 Solving for Shifting Cultures and Values
00:39:39 The Biggest EM Consumer Trends to Watch
00:49:20 The Effects of COVID-19 on Trends and Research
00:59:20 Conclusions and Takeaways
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