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India Is The Most Promising Emerging Market | Angus Shillington

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Manage episode 436860440 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 22, 2024.

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Follow Angus Shillington on Twitter: https://x.com/angusshillingto

Follow VanEck on Twitter https://x.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

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Timestamps:

(00:00) Introduction

(00:18) Emerging Vs Developed Market Investing

(01:19) GDP Vs Equity Performance

(06:16) Risks & Rewards In Chinese Equities

(10:14) Chinese Real Estate Market

(11:54) Most Promising Emerging Market

(18:28) How India's Market Improved

(22:57) How India Companies Fund Themselves

(24:29) India's Favorable Demographics

(30:01) Best Performing Industries In India

(33:09) India Inflation

(35:31) India's Imports & Exports

(36:50) Indian Vs Chinese Equity Valuations

(45:58) Indian Investment Goals

(49:00) Indian Vs Chinese Financial Sector

(53:54) TSMC, NVIDIA, & The Semiconductor Market

(01:10:01) Does ASML Have A Monopoly

(01:12:26) Most & Least Favorable EMs

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

  continue reading

432 episodi

Artwork
iconCondividi
 
Manage episode 436860440 series 3300108
Contenuto fornito da Blockworks. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Blockworks o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 22, 2024.

__

Follow Angus Shillington on Twitter: https://x.com/angusshillingto

Follow VanEck on Twitter https://x.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:18) Emerging Vs Developed Market Investing

(01:19) GDP Vs Equity Performance

(06:16) Risks & Rewards In Chinese Equities

(10:14) Chinese Real Estate Market

(11:54) Most Promising Emerging Market

(18:28) How India's Market Improved

(22:57) How India Companies Fund Themselves

(24:29) India's Favorable Demographics

(30:01) Best Performing Industries In India

(33:09) India Inflation

(35:31) India's Imports & Exports

(36:50) Indian Vs Chinese Equity Valuations

(45:58) Indian Investment Goals

(49:00) Indian Vs Chinese Financial Sector

(53:54) TSMC, NVIDIA, & The Semiconductor Market

(01:10:01) Does ASML Have A Monopoly

(01:12:26) Most & Least Favorable EMs

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

  continue reading

432 episodi

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