Watch LetkoBrosseau Portfolio Managers Rohit Khuller and Yongai Xu to explore emerging market investment opportunities, analyze key challenges, and share actionable portfolio insights.

 

What You’ll Learn:

  • Insights from On-the-Ground Research: Learn about key risks and opportunities identified during recent research trips to China and India.
  • Navigating Trade Barriers: Understand the impact of tariffs and trade wars and how to mitigate associated risks.
  • Valuation Trends: Explore current and historic valuation levels.
  • Strategic Role of Small and Mid-Cap Stocks: Understand the value of incorporating small and mid-cap stocks into your portfolio.
  • The Appeal of Dividend-Paying Companies: Discover why companies with strong dividend yields are attractive to us.

 

Speakers:

Rohit Khuller, CFA®
Vice President, Lead Emerging Markets Portfolio Manager

Yongai Xu, CFA®
Senior Portfolio Manager