60 acast.com Insiders and Outliers - MCP on Emerging Markets https://shows.acast.com/6602d71cad6bb400180b31a5 en © 2025 Insiders and Outliers - MCP on Emerging Markets Emerging Markets, Mobius, Mobius Capital Parnters, Carlos Hardenberg, Investing, EM, Asset Management,MCP, MCP MCP Emerging Markets 'Insiders and Outliers - MCP on Emerging Markets' portfolio manager, Carlos von Hardenberg, shares his expert opinions and in-depth analysis on some of the most interesting and challenging topics shaping the future of emerging markets.

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]]> 'Insiders and Outliers - MCP on Emerging Markets' portfolio manager, Carlos von Hardenberg, shares his expert opinions and in-depth analysis on some of the most interesting and challenging topics shaping the future of emerging markets.

Hosted on Acast. See acast.com/privacy for more information.

]]> false MCP Emerging Markets info+6602d71cad6bb400180b31a5@mg-eu.acast.com 6602d71cad6bb400180b31a5 insiders-and-outliers-mcp-on-emerging-markets https://feeds.buzzsprout.com/2313683.rss episodic https://assets.pippa.io/shows/6602d71cad6bb400180b31a5/1734539382976-da0aa4a8-6fe1-4a14-b56c-9847213d7196.jpeg https://shows.acast.com/6602d71cad6bb400180b31a5 Insiders and Outliers - MCP on Emerging Markets https://feeds.acast.com/public/shows/6602d71cad6bb400180b31a5 On-The-Ground in Vietnam On-The-Ground in Vietnam Tue, 19 Nov 2024 11:05:02 GMT 24:07 673c70deb1e4e2505ab66aa2 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/on-the-ground-in-vietnam 673c70deb1e4e2505ab66aa2 6602d71cad6bb400180b31a5 on-the-ground-in-vietnam full 1 6 In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP's investment process, and draws on his recent visit to Vietnam to unpack the country's rapid economic growth over the past few decades. He shares key insights into Vietnam's vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.


To see our Podcast Policy go to www.mobiuscapitalpartners/podcast-policy.com


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]]> In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP's investment process, and draws on his recent visit to Vietnam to unpack the country's rapid economic growth over the past few decades. He shares key insights into Vietnam's vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.


To see our Podcast Policy go to www.mobiuscapitalpartners/podcast-policy.com


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]]> Understanding Market Volatility Understanding Market Volatility Fri, 13 Sep 2024 08:59:13 GMT 22:04 66e3f36d547e9546dfdeb160 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/understanding-market-volatility 66e3f36d547e9546dfdeb160 6602d71cad6bb400180b31a5 understanding-market-volatility full 1 5 Insiders and Outliers, we dive into navigating market volatility in the wake of this August's spike. MCP’s portfolio manager and founder, Carlos Hardenberg, shares insights from his decades of experience investing through major crises including the Asian financial crisis, the dotcom bubble, and the global financial crisis. We explore how volatility can present opportunities in undervalued companies, and examine the effects of interest rates, geopolitical risks, and currency fluctuations on market instability.

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]]> Insiders and Outliers, we dive into navigating market volatility in the wake of this August's spike. MCP’s portfolio manager and founder, Carlos Hardenberg, shares insights from his decades of experience investing through major crises including the Asian financial crisis, the dotcom bubble, and the global financial crisis. We explore how volatility can present opportunities in undervalued companies, and examine the effects of interest rates, geopolitical risks, and currency fluctuations on market instability.

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]]> Gen AI, Beyond the Hype Gen AI, Beyond the Hype Mon, 22 Jul 2024 10:24:31 GMT 28:55 667eb0b791bcf9d0d4c67d1d false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/gen-ai-beyond-the-hype 667eb0b791bcf9d0d4c67d1d 6602d71cad6bb400180b31a5 gen-ai-beyond-the-hype full 1 4

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]]> The Emerging Markets Consumer The Emerging Markets Consumer Tue, 30 Apr 2024 16:00:06 GMT 23:16 663114fef1e60600138e6764 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/insiders-outliers-mcp-on-emerging-markets 663114fef1e60600138e6764 6602d71cad6bb400180b31a5 insiders-outliers-mcp-on-emerging-markets full 1 3

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]]>

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]]> Decoding the Semiconductor Industry Decoding the Semiconductor Industry Mon, 25 Mar 2024 13:00:00 GMT 21:33 Buzzsprout-14762063 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/6602d72154612f0017257c26 6602d72154612f0017257c26 6602d71cad6bb400180b31a5 full 1 2 In the second episode of Insiders and Outliers - MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos' history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia's ongoing leadership in the industry and the expanding range of semiconductor end markets. 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

]]> In the second episode of Insiders and Outliers - MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos' history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia's ongoing leadership in the industry and the expanding range of semiconductor end markets. 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

]]> Taiwan after the Elections Taiwan after the Elections Wed, 07 Feb 2024 15:00:00 GMT 20:28 Buzzsprout-14458017 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/6602d72154612f0017257c28 6602d72154612f0017257c28 6602d71cad6bb400180b31a5 full 1 1 We are delighted to introduce our investors to our new podcast called Insiders and Outliers - MCP on Emerging Markets. Monthly episodes will provide insights into our portfolio manager Carlos Hardenberg's opinions on important matters across emerging markets. In our very first episode we discuss Taiwan's recent election which took place on the 13th January 2024. For some interesting background into Taiwan's political situation listen to our episode Taiwan - A Very Brief Overview. We hope you enjoy the episode and see you again next month! 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

]]> We are delighted to introduce our investors to our new podcast called Insiders and Outliers - MCP on Emerging Markets. Monthly episodes will provide insights into our portfolio manager Carlos Hardenberg's opinions on important matters across emerging markets. In our very first episode we discuss Taiwan's recent election which took place on the 13th January 2024. For some interesting background into Taiwan's political situation listen to our episode Taiwan - A Very Brief Overview. We hope you enjoy the episode and see you again next month! 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

]]> Taiwan - A Very Brief Overview Taiwan - A Very Brief Overview Wed, 07 Feb 2024 15:00:00 GMT 3:22 Buzzsprout-14458088 false https://shows.acast.com/insiders-and-outliers-mcp-on-emerging-markets/episodes/6602d72154612f0017257c27 6602d72154612f0017257c27 6602d71cad6bb400180b31a5 full 1 1 Listen to this episode to learn how Taiwan's recent history has influenced its current position on the world stage then refer back to Episode 1 - Taiwan after the Elections for our discussion with Carlos Hardenberg.

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Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

]]> Listen to this episode to learn how Taiwan's recent history has influenced its current position on the world stage then refer back to Episode 1 - Taiwan after the Elections for our discussion with Carlos Hardenberg.

‍

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

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