Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition

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Today, we have the pleasure of introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck.

Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its low visibility in global markets and its potential to become a top-tier stock market. The discussion extends to other emerging markets, including Brazil and Mexico, where structural growth opportunities exist, and Angus shares insights into nearshoring trends and global economic dynamics. Finally, we touch on dollarisation's implications for emerging markets, emphasising the importance of monitoring the evolving role of the US currency.

Prior to joining VanEck, Angus worked at ABN AMRO, where he was responsible for equity cash and derivative distribution to North American institutions. Before this role, he held senior positions in research, sales, trading, and portfolio management, focused on the Asian and European markets, for BNP Paribas.

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