Top 5 Emerging Markets (Why I Chose China)

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  • Опубліковано 10 лис 2024

КОМЕНТАРІ • 369

  • @nomadcapitalist
    @nomadcapitalist  Місяць тому +7

    Wondering what’s at the top of Mr. Henderson’s R&D list? Here are the next big frontier markets to invest in - ua-cam.com/video/1L3psx8Xr1Q/v-deo.html

    • @NBKiRS
      @NBKiRS Місяць тому +1

      China is a totalitarian dictatorship country, introducing digital totalitarian regime. Genocide of ethnic minorities and brutal repressions is the reality in China. Libertarian people should avoid China, it they want to stay free.

    • @carkawalakhatulistiwa
      @carkawalakhatulistiwa Місяць тому

      Only Indonesian 🇮🇩 & Cambodia 🇰🇭has a birth rate above 2.1

  • @thett2368
    @thett2368 Місяць тому +153

    A couple years ago I refused an offer from my company to move to Chicago, telling them that the future is in Asia - I would like to stay in Dubai but eventually consider Singapore. They laughed at me. Look who’s laughing now 😂

    • @will4417
      @will4417 Місяць тому

      Americans who think the US sits on top of the world and offers more freedom than any other place are just clueless.

    • @amanirosefoundation
      @amanirosefoundation Місяць тому +23

      I'm sure they're not even thinking about you

    • @ec954
      @ec954 Місяць тому +7

      Hasn't Dubai lost some of its luster recently due to changes in the tax code and residency rules?

    • @thett2368
      @thett2368 Місяць тому +8

      @@ec954 small corporate tax was added. But income tax is still 0. Residency rules eased. Almost anyone can get a golden visa now - even Kevin o Leary 😂

    • @Evangelionism
      @Evangelionism Місяць тому

      ​@@amanirosefoundationNot even a 🤏🏾tiny bit?

  • @SunnyChoudhary-k5k
    @SunnyChoudhary-k5k Місяць тому +19

    10-15% corporate bond yields is not big enough ?
    Sensex this year : 18%
    Nifty this year : 19%
    These are biggest index in india.
    With currency depreciation of 0.8% last year.
    This is insanely high yield for the low risk appetite .

  • @YTPsyduck
    @YTPsyduck Місяць тому +55

    We get 7-8% savings account interest rates in India, and investments generally yield positive returns. China will always be a nicer place to live, though.

    • @deepisaddictedtoyt
      @deepisaddictedtoyt Місяць тому +9

      Where are you getting a 7-8% "savings account" interest rate in India? Please share the secret I would love to open an account with them 😮

    • @2531Prasad
      @2531Prasad Місяць тому

      @@deepisaddictedtoyt Financial Professional From India here, It's just Inflation + 2% interest .
      Turkish index have rallied 960 % in last 5 years, Again it's distorted due to Inflation.
      The Real Returns From From India is gonna start coming when the Indian Currency Stabilizes and If India is able to Penetrate Some High Value Industries which will increase Demand for Indian Currency. The People who Invest in India today will win only If India is able to Specialize Currently I feel India is gonna win in Medical + Pharma Sector.
      If you look at dollar Adjusted Returns of Indian Markets , S&P 500 Beats the Indian Index even in last 5 years when Indian Markets have been rallying

    • @learningmaster8060
      @learningmaster8060 Місяць тому +16

      He meant "Fixed Deposit" interest rates

    • @acash5996
      @acash5996 Місяць тому

      Go bank with YES BANK​@@deepisaddictedtoyt

    • @SunnyChoudhary-k5k
      @SunnyChoudhary-k5k Місяць тому

      ​@@learningmaster8060 you can get FD interest rates upto 10% . Corporate bonds yield upto 20%

  • @guestonearth1274
    @guestonearth1274 Місяць тому +14

    Trust in Asia, believe in China !

    • @poorchef1895
      @poorchef1895 Місяць тому +2

      What. 😂

    • @kenny6839
      @kenny6839 25 днів тому

      Believing in communists tends to perform poorly

  • @saigonexile531
    @saigonexile531 Місяць тому +35

    As someone living in VN for the past nearly 20 years, buying property, as a foreigner, is extremely difficult and risky. There's a lot of corruption and little transparency. Cambodia is much better choice, at least currently. I personally like Cambodia quite a lot.

    • @coreana.aesthetics
      @coreana.aesthetics Місяць тому +2

      Cambodia grows very fast, but not too fast. The political stability is there, and it is located in the fastest growing region in the world, ASEAN.

    • @tanthaman
      @tanthaman Місяць тому

      Monger

    • @slovene1987
      @slovene1987 Місяць тому +1

      There's always Malaysia.

    • @damienhall9814
      @damienhall9814 Місяць тому

      How do you purchase in Cambodia?

    • @Dale-II
      @Dale-II Місяць тому +3

      As if Cambodia is less corrupt than Vietnam 😂

  • @giorgijankhoteli5803
    @giorgijankhoteli5803 Місяць тому +11

    The success of a country is held by its people, and as a young 23-year-old Georgian, I can say that my generation of Georgians is very hardworking and smart, so I think our country will have a bright and successful future for its people and investors as well.

    • @baojuice8860
      @baojuice8860 Місяць тому

      Go visit China or India. You will realize you guys are lazy and not that smart. Haha

  • @BillAdamson-bp9ff
    @BillAdamson-bp9ff Місяць тому +105

    I am holding a cash position of about 300k. I know a dip is supposed to be the buying opportunity in this recession, thus my question - what are the best stocks to dive into as of now?

    • @RickMckee-nq4ni
      @RickMckee-nq4ni Місяць тому +4

      the hottest stocks in recent years have been in the technology and communication industries, and most investors find it ideal to build their portfolios utilizing a financial advisor, perhaps you can do the same

    • @AstaKristjan
      @AstaKristjan Місяць тому +4

      Couldn't agree more, I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 15% NVDA, 20% APPL, 15% SCHD, 15% VOO and over 30% in digital assets, thanks to my advisor. This has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

    • @alexanderfinlay9639
      @alexanderfinlay9639 Місяць тому

      this is awesome! who is the professional guiding you please? enthused about investing for my eventual retirement but dont know how to go about it, for now I only invest in my 401k through my employer and gains are quite slow

    • @AstaKristjan
      @AstaKristjan Місяць тому +4

      I've shuffled through a few advisors in the past, but settled with '' Kristin Amy Rose ''. You'd most likely find her basic info on the internet, she's well established and her qualifications speak for itself.

    • @alexanderfinlay9639
      @alexanderfinlay9639 Місяць тому +1

      Thanks for this tips. I just looked up her too on the net and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals

  • @A獅子員工
    @A獅子員工 Місяць тому +54

    China has large population and lots of IT companies. But why Chinese Billionaires are leaving to other countries like UAE, Singapore, Canada and even USA etc.? There are some hidden rules in this place. For example, you may cash in but it is very hard when you withdraw your fund to other places.

    • @riptyurass302
      @riptyurass302 Місяць тому +5

      That's why if you invest in China, make sure it's through the SEHK. China still only allows you to turn up to a few hundred thousand US dollars a year into foreign currency. If you invest directly you'll find it very hard to change the RMB back to USD.

    • @worldpeaceforever-everytime
      @worldpeaceforever-everytime Місяць тому +6

      Maybe the richest people wanna to reduce the risk to invest in other places to provide the safety environment to their next generation. Just like some USA or advanced develope country middle and high income clusters may be invest China property in future. China is developing quite good and reasonable country.

    • @A獅子員工
      @A獅子員工 Місяць тому +7

      Chinese properties crashed few years ago. There are plenty empty apartments but no one wants to buy. Come and have a look. The economic of China is mainly local companies. The global entrepreneurs are investigating Vietnam or south asia depends on their business. China is way too polluted for retirement and the tax and business culture are too unfriendly to foreign investors. The craziest thing i have heard is getting a permanent residency in China

    • @RedNismo370Z
      @RedNismo370Z Місяць тому

      it's called chinese communist party dictatorship :)

    • @stayfree870
      @stayfree870 Місяць тому +5

      Because their government doesn't let neo-liberalism run a muck.

  • @LostintheUS-2030
    @LostintheUS-2030 Місяць тому +32

    So, Asia for the future.👍🏽 China still has a lot to offer. 1.4B population won't disappear that quickly.
    The US has around 330M people. Without immigration, that number would be around 285M. Nigeria in Africa has around 220M and is still growing, without the help of immigration.
    Multi-polarity is the future and overall better.

    • @ec954
      @ec954 Місяць тому +9

      China is in the midst of a demographic decline. Along with demographic decline comes social unrest, financial stress and threats from adversaries, of which China had a quite a few. Future is not looking good for China. Other Asian countries have brighter outlooks. I'm not bashing China or your opinion. Just mentioning facts and trends.

    • @KVUAA
      @KVUAA Місяць тому

      ​@@ec954Yes, demography will inevitavly be a problem however at the current moment China still has large productive age population and in fact it'll increase percentage wise because of their gen alpha demographic bump coming into workforce in the near future so China will be fine in mid-term, also the fact that they has the earliest retirement in the world 55 for woman and 60 for men, they obviously will increase it to absorb this older age pool if deem necessaey.

  • @ThrowBackZone
    @ThrowBackZone Місяць тому +7

    India's potential is huge! Will it really surpass China in the long run? 🇮🇳🚀

    • @chriskoay1038
      @chriskoay1038 Місяць тому +1

      SEA is actually the one competing against india

    • @tommy0814
      @tommy0814 Місяць тому +3

      No. Travel more and see yourself instead of being an online commentator who’s never run any business ever yet full of opinion. Even Southeast Asia is way more competitive than india.

    • @RaunakYadav-i2g
      @RaunakYadav-i2g Місяць тому

      😂​@@tommy0814

    • @AnnieT369
      @AnnieT369 20 днів тому

      No

  • @RM_Trade_Co
    @RM_Trade_Co Місяць тому +14

    On a GDP per capita basis, China is still very much an emerging economy / market.

    • @daarchdukefranzferdinand236
      @daarchdukefranzferdinand236 Місяць тому

      That's why there are so many Chinese refugees flooding the usa rn 😐

    • @Global-livingg
      @Global-livingg Місяць тому +6

      This is in terms of nominal GDP, in terms of PPP China is as developed as most of Europe, all of Latin America and other 'emerging markets' and that's even using the in my opinion bias PPP figure.
      Actually living in China I'd argue the real PPP vs Nominal is 3:1 rather than 2:1, as many services and benefits are 'free' because of government intervention and the economics in China that focuses, lately, on more flat income distribution vs heavily skewed distribution.
      QoL I'm living in China compared to Europe is higher and the cost is between 20-30% of the cost I'd spend in Europe living a worse quality of life.

  • @amarvaidya4412
    @amarvaidya4412 Місяць тому +1

    Purely from investment perspective, India has outperformed China by a long mile. $1 invested in Indian stock market in 2010 would have given a return of $5 in 2024. This is after adjusting the currency rate changes.

  • @ashok3733
    @ashok3733 Місяць тому +17

    China is definitely a place that still has lot to offer. Its always going to keep manufacturing for sometime and specially in the EV sector and various future tech. I am not a fan of doing business with India, they still need a lot of development on the logistics and infrastructure but it will get better over time. But it will not be the China! Vietnam is a great up and coming market along with Indonesia. I am learning Chinese and i intend to make China my market for exporting and importing.

    • @josejose1988
      @josejose1988 Місяць тому

      Absolutely agreed.

    • @jrs2002
      @jrs2002 Місяць тому

      I would differ. I feel India's democratic growth is slower than China of course, but that's again a characteristic of democracy. But I find it more raw. Whereas China is good now. China has been good in the past. But still I can never say what China will face in the future. So for now, it's alright. But the trust component will always be the barrier.

    • @ashok3733
      @ashok3733 Місяць тому

      @@jrs2002 India is only democratic on paper. If you lived there you would know else... China has ready built infrastructure and policies in place. It just needs to adapt or adjust. But India on other hand who only knows how to blame their colonialists are long way off. Fast growth means nothing!

    • @jrs2002
      @jrs2002 Місяць тому

      ​​​​@@ashok3733Which is the truth ! You can't really control a diverse cultured billion population up from poverty through democracy easily !! On paper ? Every election in India, the results are more authentic than the US. Had democracy really been only on 'paper' in India then all the votebank policies, freebies, etc that are present now, that the educated mass are absolutely hate, won't have happened at the first place. Appeasement policies means luring people which means democracy. For building an infra the govt has to go through so many litigations for acquiring lands. Trade unions, labour unions, NGOs, local political parties, different political parties at the states and what not !!!! What else is democracy then ?
      Second, colonialism is the biggest reason today India is in this position. And just 75 years have passed. Aftermath effects of colonialism could have been countered with a strong able autocracy, but unfortunately India went on the democratic path.
      So these aren't excuses, these are facts, political science, economics, etc are at play in real here.
      And fast growth means nothing ? Are you for real or what lmao !

    • @kabir1934
      @kabir1934 Місяць тому

      ​@@ashok3733Nope democratic in reality also, all govts were democratically elected. But why does democracy matters in investment purposes?

  • @Juliendiesdegelendies
    @Juliendiesdegelendies Місяць тому +3

    you forget to mention Vietnam......I think Vietnam is have bright future than Indonesia.. You know there are so many High Unemployment in Indonesia currently with Government Policy is changing everytime especially for middle class

  • @devamjani8041
    @devamjani8041 Місяць тому +1

    India is the fastest growing major economy in the world and will remain for some time. Stock market returns have been best amoung all major economies in past 5-10 years. Already the stock market has crossed over 5 trillion USD.

  • @sionsoschwalts2762
    @sionsoschwalts2762 Місяць тому +12

    Oh wow, didn't expect to be the first to watch this!

  • @NeliaViola
    @NeliaViola Місяць тому +6

    My main concern is how to survive all of these financial and political crisis, especially in light of the US political power scuffle. The government has really called things more difficult for its citizens, and we can't sit back and bear all the consequences of the bad governance.

  • @coreana.aesthetics
    @coreana.aesthetics Місяць тому +3

    Cambodia is one of the world fastest growing economy, and has good political stability.

  • @miamihurricaner5911
    @miamihurricaner5911 Місяць тому

    Thanks for this info. Great to hear your ideas for investing from someone who has been on the ground in all these places.

  • @crptc5707
    @crptc5707 Місяць тому

    Dude you're a legend, Hong Kong tech index skyrocketed right after you post this video!! 🚀🚀🚀

  • @Roan99-se5tz
    @Roan99-se5tz Місяць тому +2

    I'd like you to discuss Russia, Croatia, Italy, and Japan...Thanks for all you do!....

    • @RedNismo370Z
      @RedNismo370Z Місяць тому

      discuss russia: NO. end of discussion. you're welcome

  • @mattanderson6672
    @mattanderson6672 Місяць тому

    Brilliant discussion, thank you
    Thanks Andrew
    Thank you Sir

  • @ahmedglobal2088
    @ahmedglobal2088 Місяць тому +4

    Africa and Asia is the future 😎✈️

  • @TheodoreHenderson
    @TheodoreHenderson Місяць тому +18

    On the ground Africa videos speaking with local businesses and investors would be excellent content.

  • @CreepyTrendMan
    @CreepyTrendMan Місяць тому +2

    Fair play man . Thanks for sharing.

  • @samarthbagwe1736
    @samarthbagwe1736 Місяць тому +2

    India has the biggest yeils results for a big economy
    Compared to the risk seen by big economies

  • @butterchickenandnaan
    @butterchickenandnaan Місяць тому +2

    Bro needs to check the average market returns .
    15- 20% bull run consistently

  • @bilbosoze7341
    @bilbosoze7341 Місяць тому +3

    Cambodia for sure....
    Easy visas....central location in s.e. Asia, rising quality medical services, inexpensive housing, cheap food & fresh markets...U.S. dollar based society...
    English speaking young population.

  • @rahuliyer7456
    @rahuliyer7456 Місяць тому +1

    I already invest in India and Vietnam

  • @De_Séchelles
    @De_Séchelles Місяць тому +4

    Thanks for the information sir❤

  • @lionsgarage
    @lionsgarage Місяць тому +5

    I live in India, its great.

  • @kirtigupta9753
    @kirtigupta9753 Місяць тому

    NIFTY has more than tripled from the March 2020 lows. In the long term, no stock market will be able to compound as much as Indian stocks. Lot of Stocks have already multiplied 20-50x in the last 4 years.

  • @astrahcat1212
    @astrahcat1212 Місяць тому +2

    Vietnam is the top grower

  • @burgerbun89
    @burgerbun89 Місяць тому +2

    Off topic from the video, but I'd be curious what you would advise if one's immediate options for where to live (due to existing citizenship, PR status, etc) are Canada or Germany...which of those two is better. Or are both equally bad? I tend to think Germany is the better option of the two but am uncertain.

  • @yuyij6703
    @yuyij6703 Місяць тому +2

    BEKO is one the best brands from Turkey

  • @AR11313
    @AR11313 Місяць тому +4

    Would love to learn more about opportunities in Kenya

  • @evanserickson
    @evanserickson Місяць тому +1

    Why don't you invest in ETFs instead of single stocks? There is growing consensus that ETFs are the way to go and it is hard to "beat the market".

    • @ronb4008
      @ronb4008 Місяць тому

      I think ETF's are very limited for developing markets and probably don't invest in the smaller more upside type kinds of investments

    • @colinrainier5755
      @colinrainier5755 Місяць тому

      If you look at Asean ETFs, they have 60% exposure to banks. You’re only diversifying company-specific risk.

  • @MrMcfire2
    @MrMcfire2 Місяць тому +2

    What ETF emerging market funds would you recommend?

    • @CountofSerenno
      @CountofSerenno Місяць тому

      This is what I want to know too.

    • @Global-livingg
      @Global-livingg Місяць тому +2

      As someone who primarily invests in emerging markets, and makes most of their money from it, $DVYE is the best or country-specific ETFs you prefer.
      I prefer picking stocks, but most aren't capable of it and should just pick a few country-specific ETFs or $DVYE to invest in.

  • @JonathanKruegerfever
    @JonathanKruegerfever Місяць тому

    Very nice video:) can you make some videos about african Market?; Especially Tanzania and Ghana would be interesting :)

  • @vishwakat8743
    @vishwakat8743 Місяць тому +1

    I think when you invest in Indian equities you don't treat it as an emerging market. None of the traditional emerging market stocks in India grow terribly well; save some. I've found IT, data and biotech stock as well as some niche mineral exploration stocks have done really well.

  • @pacifistidentitarian549
    @pacifistidentitarian549 Місяць тому

    If your looking to invest in Africa, Botswana deserves a looks ,It's the Uruguay of Southern Africa

  • @ronb4008
    @ronb4008 Місяць тому +1

    Fill up and the car doubles in value, that's a great one. I remember when the first Hyundai started selling here in Canada, the Hyundai "Pony", what garbage those were, rusty after a year or two. Now look how far they've come, the american manufacturers could learn something from them.

  • @ashok3733
    @ashok3733 Місяць тому

    The money has moved/ and stil moving to the east! Thats wbere growth is happening and will happen for longer...

  • @themyself1212
    @themyself1212 Місяць тому

    China is super power India is emerging power it needs another 25 30 years to become significant player

  • @KevinBrooks-en8ur
    @KevinBrooks-en8ur Місяць тому +4

    My Wisdom Tree ETF India Earnings Fund is slow and steady 14.16% over the last year. Many sectors. Available through most brokerages.

  • @Jellybean-gz4cj
    @Jellybean-gz4cj Місяць тому

    CHN makes quality products at a competitive price point. It is inaccurate to characterize the products as cheap.

  • @Escape_The_Mundane
    @Escape_The_Mundane Місяць тому +4

    China, indonesia, India, I heard are fast growing countries, malaysia, and vietnam will have high growth but will be second-tier economies compared to old rich countries like germany or Japan and south korea.

  • @Ashutosh_R0
    @Ashutosh_R0 Місяць тому

    I think india is at good position to cash in global opportunities and it started doing well in manufacturing and by 2032 People will realise they missed golden opportunity however Indian stock market is pretty expensive rn and i think it will be continue to be. Recently gov trying to reduce the logistic cost from 13-15% to 8% which will further make it export more competitive and its is doubling down on its infrastructure it will start yielding by 2032. About china the more i look into the more problems i see they were export and infrastructure driven economy and now because of housing crisis and trade war it getting worse and their states having hard time and china is unpredictable with policy which makes difficult.

  • @captnhuffy
    @captnhuffy Місяць тому

    Thanks man, I appreciate your work!!! As a world traveler I’d generally say: India? Frack No! China? Nah, not so much. But the others: Sure.

    • @devamjani8041
      @devamjani8041 Місяць тому +2

      Cry more

    • @captnhuffy
      @captnhuffy Місяць тому

      @@devamjani8041 hehe. Sez the guy pushing shiitakes for a shiit hole country. Granted, some of the people are the BEST. But, my god man, the women, courts, and marriage RISKS are only for those who practice willful stupidity

  • @1enoch194
    @1enoch194 Місяць тому

    I'm moving to Russia for the same reasons! Georgia is a close 2nd for me but it WILL be part of Russia in the next 20 years

  • @kbunky69
    @kbunky69 Місяць тому +1

    If you like China look at THESE STOCKS FNGR, GDC , ZJYL ALL COMPANIES DOING BUSINESS IN CHINA AND PRICE OF THE STOCK WILL BE MUCH MUCH HIGHER IN NEXT TWO YEARS BIG TIME

  • @KrisWustrow
    @KrisWustrow Місяць тому

    A major aspect he overlooks with these "picks" is GOVERNMENT POLICY with regard to corporate law, exports, shareholder-rights, etc. China has systematically become "anti-business"...for so many reasons...and that won't change anytime soon. India has out-moded policies (export duties, duties on cross-provincial transit of goods, banking restrictions, etc). Georgia is run by a pro-Soviet party; not good for future growth. Thailand has a comical round-robin turn of Prime Ministers, ultimately run by the Army, and I assure you they don't know what the fuck to do.

  • @Congtrihayankeomut
    @Congtrihayankeomut Місяць тому

    Hi are you concerned about a possibility of Cambodia debt crisis?

  • @JP-iq7pu
    @JP-iq7pu Місяць тому +10

    China has many growing issues that many are ignoring. In 5-10 years, it may not be nearly as strong as it is now. That being said, it is not out of the realm of possibility that they may find some ways to stem the bleeding, but I am not sure they will be able to completely mitigate it. While BRICs is "growing," it still has issues, mainly the countries involved.

    • @jbennison5672
      @jbennison5672 Місяць тому +2

      They won't find a way. I live in China, economy is faltering massively and they have no solution and instead are choosing to isolate themselves through their political policy.

    • @lulc4694
      @lulc4694 Місяць тому +5

      @@jbennison5672 this is a pretty superficial take. If that’s your real view, you should move back to the west.

    • @eddychndr
      @eddychndr Місяць тому

      @@jbennison5672you lived in China or you’re paid by CIA to comment that “you lived in China”? I’ve seen half-baked, supercial templated comment like yours before

    • @lifeisgood141
      @lifeisgood141 Місяць тому

      The usual China is collapsing? China chooses to isolate itself. Get your facts straight, and if you still believe the United Slums of America or bankrupt EU is still better, move there.

    • @AnnieT369
      @AnnieT369 20 днів тому

      ​@@jbennison5672why live there then?

  • @mosulu7867
    @mosulu7867 Місяць тому +1

    Please can you do a deep dive analysis in promising economies to invest in in Africa, thanks!

  • @kriskravt3428
    @kriskravt3428 Місяць тому +1

    1. Vietnam

  • @MyNameIsINTERSTITIAL
    @MyNameIsINTERSTITIAL Місяць тому

    Yes please .... interest in Africa potentialities.

  • @000T00b
    @000T00b Місяць тому

    BRICS and ASEAN 👍👍

  • @SeanDJames
    @SeanDJames Місяць тому

    I definitely want more info on the African continent

  • @Amlajuice995
    @Amlajuice995 Місяць тому

    Me Henderson, it would be great to work for you, relocate and learn from you about international markets, business and relations.

  • @EinWochenedeImAusland
    @EinWochenedeImAusland Місяць тому

    money doesn't care about democracy

  • @biefaoyinkuro4379
    @biefaoyinkuro4379 Місяць тому +1

    Did I heard you say India has the biggest domestic economy?
    If yes, how did you arrive at that conclusion, please?

    • @samarthbagwe1736
      @samarthbagwe1736 Місяць тому +1

      Read articles
      Domestic manufacturing and production is growing
      PPP of India is 11 trillion buddy

  • @grammakov
    @grammakov Місяць тому +1

    @nomadcapitalist please make an episode about Central Asia, it’s growing but very few pay attention to it, would love to know your thoughts on it

  • @golonawailus4312
    @golonawailus4312 Місяць тому

    This video happened just after the fed cut the rate, which sent Yuan skyrocketing

  • @pthithic
    @pthithic Місяць тому

    Does Nomad capitalist rank Hong Kong brokerages?

  • @xiaomashitu
    @xiaomashitu Місяць тому

    🎉

  • @Tony-m5t
    @Tony-m5t Місяць тому

    You better hope that Peter Zeihan isn't right. He says just the opposite of what you say. It will be interesting to see how that plays out.

  • @KakhramonKarimboev
    @KakhramonKarimboev Місяць тому +3

    What about Uzbekistan?

    • @nomadcapitalist
      @nomadcapitalist  Місяць тому +2

      We focused on Uzbekistan in this video - ua-cam.com/video/xgeqFMrW3LA/v-deo.html

    • @pinetworkminer8377
      @pinetworkminer8377 Місяць тому

      @@nomadcapitalist What's your take on Kazakhstan?

    • @KakhramonKarimboev
      @KakhramonKarimboev Місяць тому

      @@nomadcapitalist I would love to watch one more from Tashkent. As far as I know, TBC is currently doing even better there. It would be interesting to watch an interview with Nika Kurdiani, who is the CEO of TBC Group's business operations in Uzbekistan, or with Oliver Hughes from Tinkoff, who has already been the Head of International Operations for a year

  • @robmirich3281
    @robmirich3281 Місяць тому

    I enjoy your channel and agree that there is a future in China. The future is in the future, though.
    Not gonna try to catch a falling knife. Thinking that India is more sensible. Also, pure plays on commodities may be even better than India.

  • @Moonuuu
    @Moonuuu Місяць тому +22

    China economy is slowing down India growing at 7%/8% per year.

    • @will4417
      @will4417 Місяць тому +16

      India's growth is not all that much when you realize that they're currently at less than 20% of China's GDP per capita. From 1979 to 2010, China has an average growth of 10% a year... for 20 years, and grew 5.2% last year. India is not catching up any time soon. The next China is still China.

    • @techstark4503
      @techstark4503 Місяць тому

      No one is talking about what country catching up with whom...the video is on investing...the stock market of India has been doing great and will likely do better than china in the next decade...no one here cares much about GDP ​@@will4417

    • @Show_what_I_Love
      @Show_what_I_Love Місяць тому

      @@will4417 india is doing much better in this post covid world. No one is catching up china. India is growing for its own people by talking right decision. Things dont change over night. India’s 8 percent in today’s world of wars floods typhoons wokism etc is not a joke. Check what world bank has said about indian economy. It’s a bright spot in this gloomy world. So i will believe what authentic sources say rather than someone like you who knows nothing and is still living in 1950s world.

    • @KumarKumar-fc2gc
      @KumarKumar-fc2gc Місяць тому +3

      @@will4417 Stocks do not move because of your overall GDP; they move based on the company's performance in a reasonably growing economy.

    • @will4417
      @will4417 Місяць тому +3

      @@KumarKumar-fc2gc We're talking about economies here. Read the first comment again. Also, you'll have a harder time finding companies that perform in a failing economy, so let's not act like those two things are completely unrelated.

  • @pushslice
    @pushslice Місяць тому

    The mainland??
    Oh dear.
    Fellating Robert Kiyosaki has turned out to just be a teaser ; I’ve been trying to pretend that episode didn’t happen.
    Now things have gone full-Aaron Rodgers with this guy.

  • @HueBFuture
    @HueBFuture Місяць тому

    Would love to see what you tind in Africa. Being Kelis with you.

  • @samskie88
    @samskie88 Місяць тому +1

    YeeHaaaaw Partnah😅

  • @wesleybrother2884
    @wesleybrother2884 Місяць тому

    Bro review indonesia please

  • @blafonovision4342
    @blafonovision4342 Місяць тому +2

    You can choose the PRC all you want. Not a penny of my money goes there.

    • @pleiadesstarr453
      @pleiadesstarr453 Місяць тому

      But yet you can't live without made in China products. 😂

  • @njellasayz
    @njellasayz Місяць тому +1

    What about vietnam?

  • @tiyes94
    @tiyes94 Місяць тому +1

    What about Türkiye? 🇹🇷

  • @phoenix5054
    @phoenix5054 Місяць тому +4

    China is a country where its millionaires and billionaires are leaving. Why would you recommend this?

    • @lijackson-x6r
      @lijackson-x6r Місяць тому

      The fact is that only a few elites could make fortune and the majority will lose. New billionaires replaced the old one, new era wants new tech and new people, this is the way of nature, empire rise and fall, some people can not or do not want to catch up the change.

    • @lijackson-x6r
      @lijackson-x6r Місяць тому +1

      When big waves come, some people are surfing, some are chasing the waves, and some are being washed out by the waves on the beach. only a few people can surf on the wave, and the majority will be washed out to the beach.

    • @canalesjuan356
      @canalesjuan356 Місяць тому +1

      Because gambling, prostitution, drugs are illegal in China, you want to get all of them freely after you get rich. That's why they leave, you may be rich, But you can't be above law.

    • @phoenix5054
      @phoenix5054 Місяць тому

      @@canalesjuan356 WTF is this overwhelming ignorance!? Macau is literally the biggest gambling hub in the entire world. Drugs and prostitution has always been "illegal" for rich people in most areas. Rich people leave China because they become CCP targets and nothing is investable in China.

    • @two-faced-turtle
      @two-faced-turtle Місяць тому

      It's normal, because China is not a developed country, and brain drain in developing countries has always existed, not just in China.

  • @69-King
    @69-King Місяць тому

    It’ll be the Middle East.

  • @Action_world_09-o9k
    @Action_world_09-o9k Місяць тому +1

    U-s-a is pressuring ind from every corner to take a side 😂🐍🐍

  • @stevencrosft7631
    @stevencrosft7631 Місяць тому

    africa

  • @supermodern
    @supermodern Місяць тому

    Where Malaysia..

  • @AlexanderVasilyev-cf4ec
    @AlexanderVasilyev-cf4ec Місяць тому +2

    I liked this channel before he recommended China....

  • @notalefty999
    @notalefty999 Місяць тому +7

    Why is Zimbabwe not on this list? I don't know that much about finances and such, but I heard individual notes are denominated in the millions. If they are so rich they can bandy about that kind of money casually, it must be a beacon of prosperity.

    • @BetterYet
      @BetterYet Місяць тому +5

      ???...nope.... it just means that their money is worthless. They need a complete financial reset.

    • @notalefty999
      @notalefty999 Місяць тому +1

      @@BetterYet But their money is literally worth millions. How is that worthless?

    • @kiranmenon4797
      @kiranmenon4797 Місяць тому +3

      I assume you recently watched the Grand Tour special, but anyway let me shed more light on the situation. If their notes are denominated in the millions you’re paying millions for everything from soap to bread to fuel, which essentially makes the currency worth close to nothing. Even adjusted for purchasing power parity (PPP), the equivalent of one soap in the UK will likely cost several trillions in Zimbabwe money, which is the reason why printing money will not necessarily make everyone wealthy.

    • @BetterYet
      @BetterYet Місяць тому +3

      @@kiranmenon4797 exactly.... I've seen Zimbabwe currency. I thought it was play money. They need a reset, just like Mexico and Argentina. Or switch to a stable currency like Ecuador did. They now use the U.S. dollar.

    • @notalefty999
      @notalefty999 Місяць тому +1

      @@kiranmenon4797 I have never heard of the programme.
      But if their soap is so high quality it is worth trillions, it must be really high quality. And even allowing for the superior quality, you would only spend trillions on soap if you were really rich. Otherwise you would just go with a more down market brand.

  • @markponto3259
    @markponto3259 Місяць тому

    Is there an African only company version of $SDIV?

  • @koko20467
    @koko20467 Місяць тому

    oh my god!

  • @TheInsomniaddict
    @TheInsomniaddict Місяць тому +4

    With the last few years of China turning against Western investors, why do you think it's a smart choice to invest in the country now?

    • @guestonearth1274
      @guestonearth1274 Місяць тому +1

      Yup , You may know a little bit of China, but ignore most part of its good and benefit as biggest market in this planet ! THIS is about money and investment , don't be acting stupid

    • @TheInsomniaddict
      @TheInsomniaddict Місяць тому

      @@guestonearth1274 China froze Western accounts during the recent mortgage/housing crisis. Investors lost a lot of money. Something similar happened just a few years ago; I think it was in retaliation to some Chinese stock being frozen on the US stock market. Black Rock came out and warned against investing in China at that point in time.
      I'm talking money here, not geopolitics. Even though I don't think supporting China is good, even from an investment POV China has become a terrible option over the last decade even though it offers good short-term ROI.

  • @TheMichaelMove
    @TheMichaelMove Місяць тому +11

    This is going to be a 1980s Japan situation. By the late 80s Japan dominated developed far east markets and investors piled in. What they got was 35 years of stagnation. Compared to China 35 years from now Japan in 1988 is going to look like a bargain. Japan at least is not a restrictive communist economy and was not facing steep demographic collapse. China is dead. It just hasn’t fallen down yet.

    • @PelleGIT
      @PelleGIT Місяць тому

      China is way way worse than Japan in the 80/90s although I agree with you generally. The difference is that Japan was/is a democracy and there was some level of trust and transparency. With China, investors have no idea what is going on there and you cant trust anything coming out of the government and that spooks investors. On top of that, China is expansionist and have border disputes with all its neighbors and the trust in China is quickly deteriorating. This was not the case with Japan back when they peaked.

    • @CreepyTrendMan
      @CreepyTrendMan Місяць тому +5

      No.

    • @Jiidwag
      @Jiidwag Місяць тому

      YOU are an IDIOT!!! Japan’s population is literally NEGATIVE, no more babies & the Yen is tanking. China is still growing the highest GDP in the world 5.2% mostly industrial. USA GDP grew 2% mostly Wall St scams most went to the 1%, USA is 20% the population size of China, China will level out in population, USA relying on immigrant refugees to replace declining numbers, these refugees come from nations USA bombing & illegally freezing bank accounts into poverty

    • @shah_en_shah
      @shah_en_shah Місяць тому

      Boy 😂😂. What did you smoke?

    • @TheMichaelMove
      @TheMichaelMove Місяць тому +1

      @@shah_en_shah history and statistics. How about you

  • @Moonuuu
    @Moonuuu Місяць тому +6

    India is best market also cheap country if you done with wokesim.

  • @JoelSalazarM
    @JoelSalazarM Місяць тому +10

    Chinese companies have incredibly low PE ratios for a reason: the CCP is slowly getting rid of the private sector.
    Why invest in a country like that?

    • @hdhdhshscbxhdh4195
      @hdhdhshscbxhdh4195 Місяць тому +2

      Yes, please don't invest there! More opportunities for the rest of us!

    • @JoelSalazarM
      @JoelSalazarM Місяць тому

      @@hdhdhshscbxhdh4195 LOL mr Troll. That's not how it works. You don't run out of stocks to sell. The onlt downside, is that your net worth falls if fewer people invest 🤦🏻‍♂️

    • @hdhdhshscbxhdh4195
      @hdhdhshscbxhdh4195 Місяць тому

      @@JoelSalazarM thanks for the incoherent rambling.
      Responding to the following post (in case he changes it): LOL mr Troll. That's not how it works. You don't run out of stocks to sell. The onlt downside, is that your net worth falls if fewer people invest 🤦🏻‍♂️

  • @ulisirius9027
    @ulisirius9027 Місяць тому

    😊👌💯

  • @AbdulPAK
    @AbdulPAK Місяць тому +4

    Pakistan is the only country in the world that tries to balance power relations with the US, EU, China, and Russia. As well as Turkey, Japan, Korea, the Middle East, South and East Asia, and Central Asia.

    • @orbitmoon9990
      @orbitmoon9990 Місяць тому +3

      Reason why you are begging...First become strong internally before being neutral or the balancing act..That needs immense power of your own..Only then you will gain respect or your country will get isolated pity fast

    • @Moonuuu
      @Moonuuu Місяць тому

      Your country is literally US dog that's why your former pm removed by US orders to your army

    • @KumarKumar-fc2gc
      @KumarKumar-fc2gc Місяць тому +1

      Agreed..!....begging equally from everyone

  • @Harthorn
    @Harthorn Місяць тому +1

    The first mistake you made, was to make reliance on China's official figures.

  • @rohanjagdale97
    @rohanjagdale97 Місяць тому

    I hope these emerging market countries could also host good education universities..

  • @robyee3325
    @robyee3325 Місяць тому +5

    ccp is pleased with your decision

    • @sankofa010
      @sankofa010 Місяць тому +4

      Uncle Sam is worse!

  • @paisanmaiprasert3110
    @paisanmaiprasert3110 Місяць тому +2

    thailand also have alot value and high divident stock level 10-12% annually with low p/e ratio

    • @YoLo-sq8kq
      @YoLo-sq8kq Місяць тому

      Unfortunately thais are not industrious and they rely too much on old farangs going there for ilicits perversion activities.

    • @oceanearth2243
      @oceanearth2243 Місяць тому

      Which Thai stocks ? Thanks

    • @paisanmaiprasert3110
      @paisanmaiprasert3110 Місяць тому

      @@oceanearth2243 alot 50 big cap stock and also REIT yields 10-15% QHPF CPNREIT

    • @stumpysolo
      @stumpysolo Місяць тому

      All my thai stocks are in -50% to -96%, so pretty bad loss i am sitting on

    • @paisanmaiprasert3110
      @paisanmaiprasert3110 Місяць тому

      @@stumpysolo yes but now stock market gradually incresing from 1270 point until now 1451 on firday coz of new goverment set up 1 month ago

  • @mrjvc
    @mrjvc Місяць тому +1

    And your R&D channel suggesting immigrating to Russia as a good option? You've lost the thread, and are apparently without principle - unsubscribed

  • @JONNIE-u5u
    @JONNIE-u5u Місяць тому

    You need to look at climate change. Bangladesh is an emerging but then there is a monsoon and swipes out every thing

  • @AmyGuiOnly
    @AmyGuiOnly Місяць тому +4

    Hmm. China is really not a country to move into nor invest into. 😂 speaking as a Chinese who knows about it.
    The population, the government, the geopolitical situation all will crush its power in the near future

    • @lulc4694
      @lulc4694 Місяць тому

      The stock market is used to cater to western demand only. The real wealth is in its real economy.