Mark Lebbell, Senior Analyst for Utilico Emerging Markets Trust (UEM) discusses the digital megatrend shaping emerging market investing, particularly in Asia.
In this interview, investors will learn:
- The growth of AI and the increasing importance of Nvidia (NVDA), particularly in Taiwan, Korea, Japan, and Malaysia
- The potential impact of US trade policies under Donald Trump
- The challenges of supply chain disruptions and the increasing trend of near-shoring
- Digital investment opportunities in Africa, particularly in mobile internet access
- The advancement of digital infrastructure in Asia compared to the West
Mark Lebbell, Senior Analyst for Utilico Emerging Markets Trust at Utilico Emerging Markets Trust, was interviewed by John Hughman for focusIR.