We Are Excited by EM Asia Real Estate, Says Jaguar Growth Partners CEO

The video discusses the impact of tariffs on emerging markets, focusing on political risks in Latin America and Asia. It highlights the shift towards localization in supply chains, with Vietnam as a potential beneficiary. The video also examines currency volatility in emerging markets compared to G7 nations and outlines long-term investment strategies, particularly in India, despite the rupee's poor performance.

What is the significance of currency volatility in emerging markets?

How does the performance of the Indian rupee impact investment strategies in the country?