Emerging-Market Reality Check as Turkey, Argentina Falter

The video discusses the positive trends in emerging markets, highlighting the inflows into ETFs for countries like China and Mexico. Kevin Carter shares his strategy focusing on emerging market Internet companies, emphasizing the consumer growth potential. The video also explores the significant role of China in the Internet sector and the emerging opportunities in India. It concludes with insights on evaluating private companies before they go public.

What is the emerging markets Internet ETF strategy mentioned in the text?

What challenges do emerging market consumers face according to the discussion?

What potential IPOs are mentioned in relation to the Indian market?