#116 - Kevin Carter: EM Internet Opportunities & Risks
Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk aware lens, and where EM indexes and governance can break down.