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You are here: Home / Archives for emerging markets

522: Investing in Emerging Markets with Ali Akay

April 30, 2025 by Camden Stein · Updated April 30, 2025

Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Show Notes Emerging Unscathed: Featuring Ali Akay—FEG Insight Bridge Related Episodes 474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity? 411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta … [Read more...]

Filed Under: Podcast Tagged With: emerging markets

474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?

April 10, 2024 by David Stein · Updated April 22, 2024

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should. Topics covered include: How emerging markets bonds have performed relative to U.S. bonds How frequently have emerging markets bonds defaulted What is the difference between local currency and U.S. dollar-denominated emerging markets bonds Why emerging markets nations are reforming What are the ways to invest in … [Read more...]

Filed Under: Podcast Tagged With: emerging markets, emerging markets bonds

445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy & Where to Invest Next

August 23, 2023 by David Stein · Updated September 20, 2023

Explore the surprising disconnect between China's booming economy and its underperforming stock market, and discover where the next investment opportunities lie. Topics covered include: How badly has China's stock market performed except for one remarkable decade What are the economic and governance factors that contributed to the underperformance Why it's too soon to write off China despite the structural headwinds What are the factors that contribute to economic growth and … [Read more...]

Filed Under: Podcast Tagged With: China, emerging markets, frontier markets, India

414 Plus: Emerging Markets Latin America Stocks, Bank Safety and Investing Lump Sums

December 17, 2022 by David Stein · Updated January 19, 2023

In Plus episode 414, we review the current valuations of Latin American stocks, deconstruct historical performance, and develop estimates for returns over the next decade. We review ETFs for investing in Latin American stocks and consider the risks. We also review how to decide if a high-yield savings account at a bank is safe and how to be protected. Finally, we review investing a lump sum payment all at once or dollar cost averaging. … [Read more...]

Filed Under: Uncategorized Tagged With: banks, dollar cost averaging, emerging markets, expected returns, high yield savings, Latin America, lump sum

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

November 30, 2022 by David Stein · Updated August 23, 2023

Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier markets stocks as well as the risks. Topics covered include: How to go about investing in emerging markets Should you invest in China Where are the most promising emerging and frontier markets Why aggregate emerging markets earnings have been lackluster How to balance quantitative analysis with subjective reasoning Show … [Read more...]

Filed Under: Podcast Tagged With: China, emerging markets, frontier markets, India, Mehta (Asha)

347: Should You Invest in Frontier Markets?

June 23, 2021 by David Stein · Updated February 8, 2022

What are the risks and opportunities of investing in frontier equity markets. Topics covered include: What are the criteria used to determine whether a country's stock market is considered a frontier, emerging, or developed marketWhy some countries aren't included in any MSCI stock indexHow large are frontier markets in terms of population, economic output, and equity marketsHow frontier market's favorable demographic profile make them attractive, but might not lead to higher … [Read more...]

Filed Under: Podcast Tagged With: developed markets, emerging markets, frontier markets, MSCI, stand-alone markets

233: Is An Emerging Markets Crisis Imminent?

December 12, 2018 by David Stein · Updated November 9, 2022

What is the cause of the economic crisis in Argentina and how likely is it that other developing nations will experience a similar financing crisis. Photo by Andrea Leopardi In this episode you’ll learn: What has led to successive economic crisis in Argentina. What is a funding crisis. What is a current account deficit. Why emerging market countries are in a better financial position then decades ago. Show Notes A Century of Decline - The Tragedy of Argentina - The … [Read more...]

Filed Under: Podcast Tagged With: Argentina, current account, emerging markets

219 Plus: A New ETF, Realizing Gains, Money Market Funds and an Automated Investment Service

September 1, 2018 by David Stein · Updated May 10, 2021

This week September 1, 2018, we look at a new levered ETF geared toward retirees in the distribution phase. We explore the timing of exercising options for a member who has the majority of his net worth in his former employer's stock. We evaluate the risk of money market mutual funds. Finally, we look at Transamerica PortfolioXpress, an automated asset allocation and rebalancing service for defined contribution plans. … [Read more...]

Filed Under: Uncategorized Tagged With: automated investing, emerging markets, employer stock, HANDL, money market funds

209: Why Bother Investing Internationally?

June 13, 2018 by David Stein · Updated November 10, 2021

Is it worth investing outside your home country given the risk? Should you hedge currency risk? What is the impact of Chinese "A" share listed companies being added to emerging market indices. Photo by Jacopo Marello In this episode you’ll learn: What are the risks of investing outside your home country.What is the main reason to invest internationally.How have valuations of stocks have changed since 1993.Why U.S. investors should consider hedging currency risk but … [Read more...]

Filed Under: Podcast Tagged With: Bogle (John C.), Canada, China A-shares, currency risk, emerging markets, international stocks, VWO

189 Plus: Emerging Markets, Commodities, Bond Bear Market and A Member Portfolio Review

January 27, 2018 by David Stein · Updated May 12, 2021

This week January 27, 2018 on Money For the Rest of Us Plus, we analyze the historical and expected returns of emerging markets equity compared to U.S. stocks, and how changes in valuations have influenced their respective returns. We look at investing in commodities futures and why they are not in the model portfolios. We discuss "bond bear markets" and what has or will be done to the model portfolios in the face of rising interest rates. Finally, we review a member's portfolio to … [Read more...]

Filed Under: Uncategorized Tagged With: bond bear market, commodities, emerging markets, member portfolio review

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