India & Brazil: Structural & Cyclical Drivers within Emerging Markets – 2.6.24 – Global X

Summary:

Now On Demand

The best-performing equity market in the world has come from an Emerging or Frontier Market country every single year for the past decade. However, the 26 countries across EM carry various risks and opportunities. With the world reassessing previous allocations to China along with the duration of US exceptionalism, Brazil and India have emerged as potential opportunities to lead global growth.

Please join Global X for a forward-looking conversation on Emerging Markets and how India and Brazil stand out as unique structural and cyclical standouts.

During this webinar, we’ll provide insights for several key topics:

• How has Brazil’s Central Bank set the backdrop for a potential wave of flows into Brazilian equities?
• How do Brazilian equities stand out as a beneficiary from a weaker US dollar?
• How does India benefit from both supply chain and investor diversification out of China?
• How can investors take advantage of India’s low penetration rates and its powerful demographic dividend?
• How has India’s government delivered over 6.5% GDP growth rates for 6 of the last 8 years, and why might it be sustainable?

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Malcolm Dorson is a Senior Portfolio Manager for Emerging Market equities and Head of EM Strategy at Global X Management Company. Malcolm has been managing portfolios for Mirae Asset and Global X, investing across EM since 2015. Prior to joining Mirae Asset, Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset management. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil.

Paul Dmitriev is a Co-Portfolio Manager on the Global X India and Global X Brazil strategies. Paul also serves as a Senior Analyst on Global X’s Emerging Market strategies. Prior to the Mirae/Global X transition, Paul worked as an investment analyst at Mirae Asset Global Investments from 2017-2023, where he covered the same Global Emerging Market strategies. Paul began his career at HSBC as a research analyst covering credit and equity across Industrials, Energy, and Utilities. Paul holds a Bachelor of Science from NYU Stern School of Business, where he focused on economics, finance, and political science.