WEBINAR: EM Equity - Ingredients for the next EM upcycle
The webinar has finished.
Please join Dhiren Shah (Lead Portfolio Manager of the Ashmore EM Equity Fund) and Gustavo Medeiros (Ashmore’s Global Head of Research). During this live webinar they will discuss the opportunities in Emerging Market Equity.
Watch the replay
The discussion will cover their views on the areas below and more:
- Growth premium, debt, dollar and diverging monetary cycles
- China: slowdown to investment opportunity?
- Latam surprises / India’s decade?
- Harnessing AI in EM
Speaker biographies
Dhiren Shah
Dhiren joined Ashmore in 2017. Dhiren joined Merrill Lynch Investment Managers (now BlackRock) in 2001. Throughout his career, he has been involved in the management of a range of Emerging Markets Equity products for both retail and institutional clients. In recent roles, Dhiren also had the responsibility as co-head and head of research for the Global Emerging Markets team. Dhiren is a CFA charter holder and gained a 1st in Economics from University College London.
Gustavo Medeiros
Gustavo Medeiros, Head of Research at Ashmore Group, is responsible for following macroeconomic and political developments across developed economies and emerging markets. He is responsible for providing a review and forward-looking views of macro top-down developments on a weekly basis to the Investment Committee and, where required, works with the investment teams to translate these views in actionable investment ideas. Before joining Ashmore, Gustavo worked for ten years at HSBC in São Paulo and London, where he traded Latin American local rates and currencies. After joining Ashmore in 2011, Gustavo worked for six years with the local currency team covering Latin America before joining the sovereign external debt team as portfolio manager responsible for Eastern European and African markets. Gustavo was appointed to Deputy Head of Research in October 2019 and became Head of Research in October 2021. He holds a degree in Business Administration from Fundação Armando Alvares Penteado in São Paulo and is a CFA charterholder.