# #92 Beyond the index giants: the case for active EM

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Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/92-beyond-the-index-giants-the-case-for-active-em.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-07-03T11:06:50+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/92
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a476cf52d7a15a97976cf85/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/92-beyond-the-index-giants-the-case-for-active-em
Duration seconds: 728

## Resource

After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit.  Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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