Beyond AI: Emerging markets ripe for rethink, not just tech
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Learning: Unstructured
Big Tech and semiconductor giants have hogged the headlines – but are their sky-high valuations leaving room for mispriced opportunities elsewhere in emerging markets? Join industry leaders as they chart actionable insights from China’s overlooked digital ecosystem and the unappreciated resilience of Indian corporates. Hear why Vietnam and South Africa are stealing a march, how corporate governance is evolving and the risk of not moving before the narrative catches up to reality.
Speakers:
- Jorry Nøddekær, Fund Manager
- Palvir Bahia, Fund Manager
- Andy Chen, Head of China Research
- Aatman Ajmera, Independent Research Consultant
