Morningstar IM's Needham and Kemp: SA and China are better bets than US

Interview with president and CIO

Elliot Gulliver-Needham
clock • 4 min read
Daniel Needham and Dan Kemp of Morningstar
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Daniel Needham and Dan Kemp of Morningstar

Daniel Needham and Dan Kemp talk to Elliot Gulliver-Needham about why FAANGs are too expensive, the opportunities coming about of Beijing and Pretoria, and why they believe inflation is not necessarily a bad thing.

In the year to 17 November the MSCI USA index has returned 30% while the MSCI World has returned 25.7% and the MSCI World ex USA has returned just 18.14%, according to FE fundinfo. Yet, when asked...

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