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

Investors' Chronicle
Investors' Chronicle
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Published 2024-07-15
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.

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1:00 Stocks in portfolio & TSMC
6:04 Nasper
8:23 Buybacks in EM
11:15 General take on China
16:08 Shorting
19:10 India
22:48 Concentrating elsewhere
24:34 Other EM options
27:11 Overlooked themes
29:11 Risks that investors are overlooking
All Comments (3)
  • @user-wr5yl3jf9j
    Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $20K into trading from just few months ago and now they are multimillionaires