Three Risks to Emerging-Markets Investing
Seafarer's Andrew Foster discusses how inflation, currency risk, and growth moderation could spoil the emerging-markets party.
Jason Stipp: I'm Jason Stipp for Morningstar. We're reporting from the 2011 Morningstar Investment Conference, and today we're sitting down with Andrew Foster. Andrew is formerly of Matthews Funds, but now he is the founder of Seafarer Capital Partners. We're going to talk a little bit about the opportunities and the risks overseas which are particularly important given that we've seen some economic slowing here in the U.S.
Andrew, thanks for joining me.