{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6704f63a835696b02f258dd3/6a476cf52d7a15a97976cf85?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#92 Beyond the index giants: the case for active EM","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1783075977585-3367ac6b-0cb9-4682-b22f-d994b3685f4a.jpeg?height=200","description":"<p>After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many.&nbsp;Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit.&nbsp;</p>","author_name":"Ninety One"}