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Season 1, Episode 14: Choosing Battles in Emerging Markets, With Pembroke’s Gregory Mariasch

Investment opportunities in China, Argentina, and Brazil

Gregory Mariasch, partner at Pembroke Emerging Markets, makes the case for his particular brand of long-short investing. Contrary to the prevailing opinion, there are opportunities in emerging markets that are less correlated to trade war issues between the US and China.

Stock markets in China, Brazil, Argentina, and Mexico are discussed in greater detail.

Content:
Not your grandfather’s emerging markets (2:40), China’s economy and the trade war (5:40), stocks to own (13:20), the bullish case for Argentina (14:30) and Brazil (19:30), reasons to be bearish on Mexico (24:50).

Not intended as investment advice. 

More information about Pembroke: https://www.pembroke-em.com

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