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.
Video: Goldman Sachs AM on EM equities
After outperforming in 2017, EM equities have been down this year. Hiren Dasani, managing director and co-head of emerging markets equity at Goldman Sachs Asset Management, explains how he is weathering the storm.
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FSA SPY
The FSA Spy market buzz – 22 February 2025
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
