Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index.

<p>Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they&rsquo;re finding value away from the crowded trade &mdash; from China and Brazil to Mexico, Kenya and Uzbekistan &mdash; and why they think some of the best opportunities are hiding far from the index.</p>

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

<p>Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.</p>

Merryn Talks Money

The Emerging Markets Everyone Else Is Missing 

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