The Emerging Markets Everyone Else Is Missing | Merryn Talks Money
Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index. 00:00 Juan Torres and Vera German join Merryn Talks Moneys 04:16 AI crowd risks 11:42 Deep value process 17:37 Avoiding value traps 22:17 Mexico consumer plays 31:03 China back in favor 36…