Dasani presented at the recent FSA Investment Forum in Bangkok on “Emerging market equities: weathering the storm”.
In the video, he explains where he is over- and underweight in EM equities and lays out the biggest risk to his investment thesis.
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
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