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Why This Strategist Thinks Emerging Markets Are the Place to Be
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Cathie Wood’s ARK Bet Big on Tumbling Teladoc. These Funds Did Too.

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https://www.barrons.com/articles/emerging-markets-ruchir-sharma-rockefeller-international-51651100738

 * Emerging Markets
 * Q&A


WHY THIS STRATEGIST THINKS EMERGING MARKETS ARE THE PLACE TO BE

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By
Reshma Kapadia
April 28, 2022 3:30 am ET
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RUCHIR SHARMA, CHAIRMAN, ROCKEFELLER INTERNATIONAL.

Photograph by Alfonso Duran

Roughly a decade ago, when investors were still enamored with emerging markets
and down on the U.S., Ruchir Sharma hailed the U.S. as the comeback nation,
rightly forecasting the subsequent bull market. Today, Sharma, chairman of
Rockefeller International, the international arm of Rockefeller Capital
Management, sees the best opportunities outside the U.S. and China, the world’s
two largest economies.

After working for 25 years in Morgan Stanley’s investment management business,
most recently as chief global strategist, Sharma...

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 * Technology


CATHIE WOOD’S ARK BET BIG ON TUMBLING TELADOC. THESE FUNDS DID TOO.

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By
Sabrina Escobar
Updated April 28, 2022 1:50 pm ET / Original April 28, 2022 10:22 am ET
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Cathie Wood’s ARK Invest and other institutional investors were slated to take a
steep hit as shares of Teladoc Health plummeted 44% on Thursday following a
deeper-than-expected earnings miss and guidance cut.

Teladoc (ticker: TDOC) posted a loss of $41.58 a share for the first quarter —
significantly wider than analysts’ forecasts for a loss of just 60 cents. The
company also revised its revenue expectations for the year down to a range
between $2.4 billion and $2.5 billion, under previous guidance for $2.55 billion
to $2.65...

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WHY THIS STRATEGIST THINKS EMERGING MARKETS ARE THE PLACE TO BE

Roughly a decade ago, when investors were still enamored with emerging markets
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