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...]
436: Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets
We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered include: What has been the performance of these five asset types since they were discussed on the podcast two to three years ago What are the underlying performance drivers and expected returns going forward Which asset types are most and least attractive Episode iframe Show Notes Initial Public Offerings: Updated Statistics by Jay R. … [Read more...]
411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta
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...]
347: Should You Invest in Frontier Markets?
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...]
MNY097 Plus: Asset Allocation and Frontier Markets
This week on Money For the Rest of Us Plus I discuss smart beta in the context of adjusting portfolio allocations based on market conditions. I also provide a profile of frontier markets with an emphasis on Vietnam. The episode length is 13 minutes. … [Read more...]
