2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, senior Asia equity strategist for Bloomberg Intelligence, spoke with Jorry Nøddekær, lead portfolio manager for the Polar Capital Emerging Market Stars Fund (POLEX) about finding economic value added that is mispriced by the market. They also discussed why identifying growth opportunities requires understanding demand and supply imbalances, why currency risk is a significant factor in emerging market investments and why investors should be cautious about relying too heavily on China.

<p>2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, senior Asia equity strategist for Bloomberg Intelligence, spoke with Jorry N&oslash;ddek&aelig;r, lead portfolio manager for the Polar Capital Emerging Market Stars Fund (POLEX) about finding economic value added that is mispriced by the market. They also discussed why identifying growth opportunities requires understanding demand and supply imbalances, why currency risk is a significant factor in emerging market investments and why investors should be cautious about relying too heavily on China.</p>

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

<p>Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.</p>

Inside Active by Bloomberg Intelligence

Polar Capital’s Nøddekær on Economic Value Added

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7284ef3b-004e-475d-afb7-b288011caa75/transcript

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