Emerging Markets Webinar

March 2025

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


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