Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While Kevin considers himself an active ‘value’ investor - a Buffett/Munger disciple -, a 20+-year partnership with Princeton economist and indexing legend Dr. Burton Malkiel, has seen his career take an unexpected turn. Having co-founded Active Index Advisors in 2002, a pioneer in so-called ‘direct-indexing’, Kevin’s ambition had been to improve retail access to financial markets – a clear motivation in his founding of fractional share/dollar investment platform eInvesting, a few years earlier. However, it was a subsequent pivot toward China and Emerging Markets that changed everything. Kevin launched EMQQ in 2014, an Emerging Markets Internet & Ecommerce ETF (available to UK investors). Kevin and I discuss what McKinsey labels the “biggest opportunity in the history of capitalism” by analysing the regions’ digital consumer revolution, before studying Evergrande’s impact, and how to identify the next Tencent or Alibaba. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related