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@danskisbees7348
7 ай бұрын
Joe, after watching your videos, I've come to realize that it's a good idea to gain my foreign/emerging markets exposure through American companies doing business in these countries.
@Nanalyze
7 ай бұрын
That's what we do with our DGI strategy, Quantigence. Regional ETFs/funds aren't a bad idea either, and we'll do some future pieces on those.
@danskisbees7348
7 ай бұрын
@@NanalyzeI got the idea from your video on CAT.
@nandanvaradarajan2319
2 ай бұрын
There are a LOT of good indian companies which are solid investments. I understand not many foreign investers understand indian market yet. But few black marks does not represent the entire market. Investors are not flowing into india due to red tapes not because of scams!
@Nanalyze
2 ай бұрын
The evidence we've presented suggests that it's not just a matter of people not having a sufficient understanding. The Indian government has a lot of work to do here.
@davidcunningham2074
7 ай бұрын
better perhaps to invest in brazil. indian stocks do not seem to be that cheap either.
@Nanalyze
7 ай бұрын
We discussed that here (kzitem.info/news/bejne/x5hq166CaXWjqX4). Each emerging market comes with its own set of risks, usually best understood by being a local or an expat with lots of local experience. We find that peering in through the lens of superficial bull thesis articles doesn't typically paint a true picture of what's happening.
@waynejohnson2473
7 ай бұрын
Great video, insight into a whole new area. There are so many US-based easy winners in the US stock market, I don’t know why people look afield. I get it from the perspective of discovery and research, it’s fun stuff. But the US market has plenty to build a significant wealth from. All that said, I am a hypocrite as I’ve been in NuBank and StoneCo for a year 😂. Paying off but on my radar always
@Nanalyze
7 ай бұрын
Good point. We've written about Brazilian stocks here: kzitem.info/news/bejne/x5hq166CaXWjqX4
@maxmuller9335
4 күн бұрын
It killed him??!
@Nanalyze
3 күн бұрын
If you're talking about the Kiwi in India charged by a bull, yes.
@HadenZac
7 ай бұрын
🙌🏻🙌🏻🙌🏻
@Nanalyze
7 ай бұрын
Glad you enjoyed the piece!
@adshah20
4 ай бұрын
I am from India and I just found your channel, great going man!
@Nanalyze
4 ай бұрын
Oh that's great to hear! You know this video proved to be (understandably) controversial based on some comments we received. Do you think it fairly portrays the risks involved for foreign investors looking at India?
@azmanrahim9226
6 ай бұрын
Forest City Malaysia stones throw from Singapore...try qualifying for Malaysia My 2nd Home Visa for investors in Malaysian factories
@Nanalyze
6 ай бұрын
Malaysia is a pretty awesome country. "Asia light."
@azulsimmons1040
7 ай бұрын
Nice. I have been looking at India. People are talking it up as a long-term large market.
@Nanalyze
7 ай бұрын
There is some appeal to the thesis, but the government needs to get the scam problem under control to attract more foreign investors.
@jaykrizzle
7 ай бұрын
They have been for a looooooong time. But it's still just India
@Nanalyze
7 ай бұрын
@jaykrizzle Indians gonna India
@loakland2773
7 ай бұрын
Great detailed video.... Appreciate your videos...
@Nanalyze
7 ай бұрын
You're most welcome. We had a lot of requests for this one.
@evadeanu1
4 ай бұрын
Helpful video.
@Nanalyze
4 ай бұрын
Great to hear!
@TON-vz3pe
2 ай бұрын
Great analysis. India is not worth it
@Nanalyze
2 ай бұрын
It has a lot of risks that aren't so obvious. Retail investors don't seem capable of analyzing these risks unless they're natives and well versed in the domain. An ETF is probably the best way forward for retail.
@manuvns
4 ай бұрын
If billions of Indian will invest in those to 100 stocks forever it will never drop simple 😂
@Nanalyze
4 ай бұрын
Somehow doesn't sound reassuring ;)
@leoweissman3324
7 ай бұрын
Thanks for sharing. Could it be that Fairfax holding is a more interesting bet on India? All the best.
@Nanalyze
7 ай бұрын
That's a good question to raise on our Discord server ;) To answer that we'd have to spend some time researching it. As the video said, it doesn't seem advisable to try and cherry pick stocks in India.
@elchupacabra3055
7 ай бұрын
Thank you Joe for the tremendous work you're doing. I was wondering if you could shed some light on investing in Indonesia and Nigeria. I've been wracking my brains how to go about this topic since I've read prognosis about population growth in these two emerging markets
@Nanalyze
7 ай бұрын
Thank you for the kind words! I spent several months in Indonesia speaking with tech startups. I recall a story about how their unique identifier (social security number equivalent) sometimes is duplicated up on up to five people. It's pretty hard to keep track of your population if they aren't labeled. And a huge population it is - 4th largest in world with 277 million. The iShares MSCI ETF has about $440 million in assets - low. We're looking at Grab as a possible play. Stay tuned for an article on that. Regarding Nigeria, may sound good on paper, but scary place to consider putting money. Vettifi shows one Nigera ETF with a whopping $11 million in AUM. Joe P.
@elchupacabra3055
7 ай бұрын
@@Nanalyze thanks for the rapid response Joe. It's crazy how good you treat your audience. I'll keep that in mind and wait for further updates on emerging markets ;)
@Nanalyze
7 ай бұрын
@@elchupacabra3055 Creating delight gets people to open their wallets and you need to do it consistently if you expect those wallets to stay open. ;) Joe P.
@Mohammed-rr7wm
7 ай бұрын
Consider making video about investing in Turkey stock market. There is not many videos teaching retail investors about how to invest the emerging countries.
@Nanalyze
7 ай бұрын
Coincidentally, we've been having this discussion with someone about publishing our content in Turkish. (We're actually doing Mandarin first - it's tough.) As for investing in Turkey, there's not much interest. The iShares ETF only has $200 million in AUM and the country has a 0.09% weighting in MSCI ACWI. We will be doing more videos on global investing so stay tuned!
@user-yg3lw3jg6x
5 ай бұрын
Harshad Mehta is a thing of past. India has the youngest working population and the current government is economic oriented and has been investing left right and centre in infra. The current decade belongs to India.
@Nanalyze
5 ай бұрын
You should watch the video which points to facts that lead us to believe it's not as rosy as it seems for both domestic and foreign investors.
@user-yg3lw3jg6x
5 ай бұрын
@@Nanalyze so where do you suggest to invest?
@Nanalyze
5 ай бұрын
We don't give investment advice, but we do have an entire channel with 460 videos and a website with 2,400 research pieces that cover our thoughts on investing. ;)
@NEPALI-NINJA
4 ай бұрын
@@user-yg3lw3jg6xdo you know the level of corruption Adani is doing now? India should be renamed as Scamland
@MartinD9999
3 ай бұрын
@user-yg3lw3jg6x Belongs to India? 😂 Get back to your cheap labor job!
@mahesh3609
5 ай бұрын
Biased and doesn’t reflect true picture 😂
@Nanalyze
5 ай бұрын
How so?
@NEPALI-NINJA
4 ай бұрын
This is a Properly researched video. Indian stock market is run by Greedy Politicians and Bad Fraudsters.
@harshitgupta5223
3 ай бұрын
Poor analysis. Next 5 years Indian markets are supposed to get more than doubled. You are not factoring in the Modi phenomenon. Scams are all gone since India has surpassed the socialist scams. Also, quoting a propagandist like Ashoka Mody is like quoting Stalin on the US history.
@Nanalyze
3 ай бұрын
You don't seem to have addressed many of the concerns raised in the video
@TON-vz3pe
2 ай бұрын
@@NanalyzeYou are absolutely right with what you have presented. I am an Indian and this above comment is from a Modi propagandist. Ignore them. Indian stocks are over valued and the Warren Buffett indicator tells the real picture.
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