‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets

In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets. Timestamps 1:00 Stocks in portfolio & TSMC6:04 Nasper 8:23 Buybacks in EM11:15 General take on China 16:08 Shorting 19:10 India22:48 Concentrating elsewhere 24:34 Other EM options 27:11 Overlooked themes 29:11 Risks that investors are overlooking Hosted on Acast. See acast.com/privacy for more information.

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Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.