Ashoka WhiteOak Emerging Markets Trust: How emerging markets are changing video 0426

Hiren Dasani, CIO of Emerging Markets and Portfolio Manager for Ashoka WhiteOak Emerging Markets Trust (AWEM), discusses how emerging markets have evolved beyond traditional perceptions and what is driving growth today. He highlights the role of Asia in the global AI supply chain, particularly in Taiwan and Korea, alongside the importance of domestic consumption in markets such as India and China. He also explores how corporate governance reforms, particularly in Korea and China, are shaping investor outcomes, and outlines a bottom-up investment approach focused on diversification and stock selection across regions.