Harnessing growth themes in emerging markets – panel discussion video #2

Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean energy. Emerging markets also have a number of strong domestic themes, including growing consumption and supply chain re-engineering. Baillie Gifford’s Qian Zhang, and Ninety One’s Jen Ford discuss this further in our latest EM focussed panel discussion.