Peter Elam Håkansson, Chairman and Group Chief Investment Officer at East Capital Group, is featured in a new episode of the Money Maze Podcast hosted by Simon Brewer.
In the conversation, Peter shares his perspective on whether emerging and frontier markets are experiencing a cyclical rebound, or whether we are seeing the early stages of a more structural shift in investor allocations. The discussion spans long-term fundamentals, market cycles, and the importance of valuation discipline, with a particular focus on how investors can identify opportunities across fast-changing regions and sectors.
Key themes include Asia’s role at the centre of global innovation in technology, energy, and manufacturing, and why local presence remains critical in emerging and frontier markets. Peter also discusses East Capital’s long-standing stock-picking approach, focused on sustainable growth, strong cash flows, and the primacy of ownership and governance. The episode further explores currency risk in frontier markets, and why exporters versus domestic exposure can materially affect outcomes over time.
As Peter notes:
“If you really want to be part of new technology, you have to be in Asia. Most of the time, you have to be in China. That’s the harsh reality.”
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