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TIP605: Untangling Global Outperformers w/ Dede Eyesan

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Feb 4, 2024
Guest
Dede Eyesan
Dede Eyesan, Chief Investment Officer of Jenga Investment Partners and author of "Global Outperformers," shares insights on global investments. He discusses the intriguing business landscapes of China, India, and Japan, highlighting which sectors may lead to the next big outperformers. Listeners will learn about the advantages of monopolistic enterprises and the importance of competitive edges. Eyesan also delves into the iGaming industry and the unique challenges of investing in Indian markets, providing valuable takeaways for potential investors.
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INSIGHT

China Discount

  • Chinese companies have lower shareholder returns despite high earnings growth, potentially due to state-owned enterprises and regulatory issues.
  • Investors should anticipate this "China discount" and adjust their valuation expectations accordingly.
INSIGHT

Asian Outperformers

  • Asia's growing GDP presents opportunities for outperformance, particularly in large markets like India and Japan.
  • Focus on sectors aligned with each country's strengths, like consumer electronics in India and elder care services in Japan.
ADVICE

Indian Governance

  • Prioritize quality when investing in India due to governance risks and potential frauds.
  • Assess management, employees, and customer relationships thoroughly.
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