“The issue with emerging markets is they're immature. You've got immature political, financial, judicial and regulatory systems. So in one way you have great growth, but then you have immaturity, and so that's why we always focus on finding aligned business owners who have created resilient businesses and can effectively live through these geopolitical challenges.”



Jonas Daly, Bennelong’s Head of Distribution, speaks with Ian Tabberer, Portfolio Manager at Skerryvore Asset Management, about the differences in countries within emerging markets, the pricing power of brands, why Skerryvore doesn’t like the acronym ESG, and a number of stocks the team is looking at right now.


0:52       Ian’s background, and how the Skerryvore team is structured
4:26       Why it’s time to forget about BRICS
6:42       The downside – and potential upside – of China
9:33       Why the Indian growth opportunity is so strong
11:07    Beer, toothpaste and Coke – the beauty of brands
13:58    What’s in a name? Why ‘Skerryvore’ describes the team’s investment philosophy
15:18    Stock story – Cipla
17:10    When it comes to sustainability, actions speak louder than words

“The issue with emerging markets is they're immature. You've got immature political, financial, judicial and regulatory systems. So in one way you have great growth, but then you have immaturity, and so that's why we always focus on finding aligned business owners who have created resilient businesses and can effectively live through these geopolitical challenges.”
 
Jonas Daly, Bennelong’s Head of Distribution, speaks with Ian Tabberer, Portfolio Manager at Skerryvore Asset Management, about the differences in countries within emerging markets, the pricing power of brands, why Skerryvore doesn’t like the acronym ESG, and a number of stocks the team is looking at right now.
 
<ul>
<li>0:52       Ian’s background, and how the Skerryvore team is structured</li>
<li>4:26       Why it’s time to forget about BRICS</li>
<li>6:42       The downside – and potential upside – of China</li>
<li>9:33       Why the Indian growth opportunity is so strong</li>
<li>11:07    Beer, toothpaste and Coke – the beauty of brands</li>
<li>13:58    What’s in a name? Why ‘Skerryvore’ describes the team’s investment philosophy</li>
<li>15:18    Stock story – Cipla</li>
<li>17:10    When it comes to sustainability, actions speak louder than words</li>
</ul>

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