Technology is the New Oil: The Changing Nature of Emerging Markets

Thursday, March 4, 2021

2:00 PM EST | 11:00 AM PST

60 minutes

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A variety of macro and fundamental factors are converging in emerging markets, signaling a period of resurgence. We believe structural changes, a supportive investment environment, and dynamic geopolitical influences make EM particularly attractive right now. For example, semiconductor production could soon become more critical to EM growth than commodities. Now may prove to be an inflection point, especially for portfolios focused on capturing this dynamic change. Please join us for an interactive webinar highlighting EM's changing nature and the added value of active management. Our panel of experts will discuss critical factors shaping EM investments, including:

  • How the nature of emerging markets has changed from resource focused to more knowledge-intensive industries
  • Importance of quality and sustainable growth in China, India, and other markets
  • Benefits of differentiated exposure, including small and mid-cap stocks
  • Why now might be an opportune time to reevaluate your approach to emerging markets



Ajay Krishnan, CFA Headshot

Ajay Krishnan, CFA
Portfolio Manager
Wasatch Global Investors

Mr. Krishnan joined Wasatch Global Investors in 1994 and serves on the Board of Directors. He is also a Portfolio Manager, the head of emerging markets investing and a member of the global research team.

Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed his undergraduate degree at Bombay University, earning a Bachelor of Science in Physics with a minor in Mathematics.

Mr. Krishnan is a CFA charterholder and a member of the Salt Lake City Society of Financial Analysts.

Ajay is a native of Mumbai, India and speaks Hindi and Malayalam. He enjoys traveling and cycling.

Scott Thomas, CFA Headshot

Scott Thomas, CFA
Portfolio Manager
Wasatch Global Investors

Mr. Thomas is a Portfolio Manager on the emerging markets and frontier markets research teams. He joined Wasatch Global Investors as a Senior Analyst in 2012.

Prior to joining Wasatch, Mr. Thomas was a vice president at Morgan Stanley & Co. in New York City and worked in equity research for six years. He also worked in the M&A consulting group at KPMG LLP in San Francisco and New York.

In addition to CFA and CPA certifications, Mr. Thomas holds a Bachelor of Science in Accounting from Brigham Young University.

Scott has also lived in Madagascar and La Reunion, France. He speaks fluent French and has conversational knowledge of Malagasy. He enjoys traveling and is an avid golfer and sports fan.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.