We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets. The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India FundIf you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from Fidelity. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.