SHOW DIRECTORY
Sohn Conference Foundation
Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 37 episodes.
BIDCLUB DESCRIPTION
37 EPISODESENSELECTED SOURCE
SUBSCRIBE[Feed_]
Language
Emerging Markets Reimagined: Risk, Reward & the Road Ahead
EM’s 20% gain this year after 30% last year is framed as a long cycle, with 10x forward PE, twice US earnings growth, and just over 10% of market cap.Nigeria’s reforms and currency stabilization accompany a 170% rise, yet valuation remains under 7x earnings.Jumia serves $200–400 customers through direct-China sourcing, controlled distribution, and cost discipline; scale and demographics could catalyze growth.