{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Gaining Perspective","title":"Matthews Asia - Opportunities in Emerging Markets","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cd3947ad\"></iframe>","width":"100%","height":180,"duration":1020,"description":"The emerging markets (“EM”) equity asset class has evolved considerably over the past decade such that many active EM equity managers may find it challenging to create long-term alpha over the benchmark. Countries such as China and India are moving to the fore, historical drivers of growth are changing and technology, innovation and health care are becoming a larger part of the opportunity set. It has been difficult for EM investment teams to keep up with these changes. My guest today, David Dali, wrote those words in a recent commentary, and we discuss how he and his team are positioning to adapt to that changing landscape.","thumbnail_url":"https://img.transistorcdn.com/PTFFMY6oB5YIXhFWQJmDXes0bWUNRHouyrCPK2DHNYM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ2MTYzLzE2OTc2/NDU2MDktYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}