WHICH EMERGING MARKETS ARE THE NEXT FRONTIER FOR ALTERNATIVE ASSET GROWTH?

In a discussion about investment strategies, a speaker compares their business areas to children, emphasizing their love for all and the importance of conviction themes across regions like the United States, Asia, and India. They highlight the role of AI in enhancing productivity within business services. The conversation also touches on the evolution of capital markets, particularly in Saudi Arabia, where international investment has grown significantly. The focus is on liquidity, confidence, and adapting markets to local economies. The discussion further explores the potential of emerging markets, with India and Southeast Asia being key areas of interest. The importance of transparency, governance, and minority shareholder protections in Saudi markets is also emphasized. Additionally, the conversation covers themes like transportation, logistics, healthcare, and software services, driven by demographic changes and the need for affordable healthcare.