Bryce and Ren are joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund. Amit has nearly 20 years’ experience investing in emerging markets, and this is a wide ranging and fascinating discussion.

The 2 companies he talks about in this episode centre on the idea of the shift in the global supply chain - KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico ( Latam - Mexican Airports).

If you want to go beyond the podcast and learn more, check out our accompanying email.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

This podcast contains

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Equity Mates Investing Podcast is a product of Equity Mates Media. 

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