New catalysts for emerging markets, suggests EMQQ founder Kevin Carter

分组1 - Emerging markets, particularly China and India, are showing signs of recovery and growth potential, with Chinese internet stocks being notably undervalued [2][3][8] - The technology sector in emerging markets is experiencing significant growth, driven by increased internet access and smartphone adoption, which is comparable to trends seen in developed markets [5][6][14] - Chinese tech stocks are generally cheaper than their US counterparts, presenting a value opportunity for investors [7][8] 分组2 - India is positioned for substantial growth, with favorable demographics and a burgeoning internet market, similar to China's growth trajectory two decades ago [11][12] - The Indian internet sector is attractive due to reasonable valuations and a massive growth rate expected in the coming years, driven by widespread smartphone access [12][13] - The leapfrogging of technology in emerging markets, particularly in digital payments, is creating a fast-growing sector that is still in its early stages [14] 分组3 - Argentina is facing unique challenges, including political instability and economic uncertainty, making it a speculative investment at this time [15][16][19] - The traditional indexes for emerging markets often include state-owned enterprises that do not prioritize earnings growth, which poses a risk for investors [19][20] - The best-performing companies in emerging markets, particularly in the internet sector, often have better corporate governance compared to traditional industries [20][23]