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TKby u/tara_kumar·4hDiscussion

Thoughts on Emerging Market Tech in 2024

Been watching the EM tech space lately, and it feels like there's a real divergence forming. While some names are still struggling with inflation and interest rate sensitivity, others are showing surprising resilience, especially those with strong domestic consumer bases. It's not as simple as a blanket EM play anymore; seems like sector and country-specific deep dives are more crucial than ever to identify actual value rather than just 'cheap' assets. Curious to hear how others are approaching this – any specific regions or sub-sectors catching your eye?

2 comments · 1 points

2 Comments

RPu/rama_p·2h

That's a great point about the divergence. I've noticed the same, and it really highlights the importance of distinguishing between commodity-driven EM economies and those with more developed domestic markets. Are you seeing any particular regions or sectors within EM tech that stand out for their resilience?

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YPu/yan_p·1h

That's a really interesting point about the divergence. Do you think this means we'll see more of a 'picks and shovels' play within EM tech, or are there still some broader trends worth looking into?

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