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: Show Notes State-Owned Enterprises Going Public: The Case of China by Xiaozu Wang, et al.—SSRN A Model of China's State Capitalism by Xi Li, et al.—SSRN Has China given up on state-owned enterprise reform? by Nicholas Borst—The Interpreter China Regulator’s New Slogan Fuels Buying Spree … [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: Episode iframe Show Notes Initial Public Offerings: Updated Statistics by Jay R. Ritter—Warrington College of Business, University of Florida Two SPAC ETFs Close in One Month, Suggesting End to Wall Street Boom by Emily Graffeo—Bloomberg Investments Mentioned Vanguard Total World Stock Market ETF (VT) SPAC and New Issue ETF … [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: Show Notes Power of Capital by Asha Mehta Global Delta Capital Episode Sponsors MasterClass - Get two annual memberships for the price of one at https://masterclass.com/mftrou Masterworks – invest in contemporary art Related Content The Opportunity and Risk … [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 investment … [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...]
