#116 - Kevin Carter: EM Internet Opportunities & Risks

About this episode

Kevin Carter discusses emerging market internet opportunities and risks, emphasizing the importance of investing in companies rather than countries.

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…

People in this episode

Host: Alex Shahidi

Guest: Kevin Carter

Topics covered

• emerging markets
• internet opportunities
• investment risks
• China
• India
• digital consumer companies

Keywords

• emerging markets
• internet investment
• China
• India
• digital consumer
• investment risks
• EMQQ
• FMQQ
• INQQ

Mentioned in this episode

Organizations: EMQQ Global, MAI Capital Management, LLC, U.S. Securities and Exchange Commission

Products: EMQQ, FMQQ, INQQ

Places: China, India

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