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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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