Emerging Unscathed: Featuring Ali Akay FEG Insight Bridge podcast

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Emerging Unscathed: Featuring Ali Akay

1M ago 34:18

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In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic factors, political and currency risks, and the benefits of country and currency diversification provide a roadmap for navigating the complexities and considerable opportunities inherent in these markets.

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Chapters

1. Podcast Introduction (00:00:00)

2. Introduction to Ali Akay (00:01:14)

3. Macro-Outlook Shaped by Experience with Central Banks (00:02:46)

4. "Whole stack" Analysis of Emerging Markets (EM) Stocks (00:04:04)

5. Key Learnings and the Lauch of Carrhae Capital (00:05:16)

6. Why Invest in EM Now? Potential Effects of Tariffs and Opportunities (00:07:30)

7. Managing Currency Fluctuations (00:11:27)

8. Investing Opportunities in China (00:12:19)

9. Considerations for Investing in Greece (00:14:52)

10. Turkey, an Under-rated Opportunity? (00:15:51)

11. Being Selective in Peru (00:16:58)

12. Recently on South Korea (00:18:12)

13. Investing in Mexico and Current Geo-political Climate (00:20:53)

14. Managing Risk in the Emerging Markets (00:27:29)

15. Bonus: More on Ali Akay (00:30:18)

58 episodes

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