

India Is The Most Promising Emerging Market | Angus Shillington
8 snips Aug 29, 2024
Angus Shillington, an emerging markets investment expert, sheds light on India's standout potential as the most promising emerging market. He discusses how India's demographic advantages contribute to its growth and why it has outperformed the S&P 500. The conversation dives into the risks associated with Chinese investments, particularly due to regulatory issues. Shillington also highlights the booming semiconductor market and contrasts the stability of Indian equities with the volatility in China, making a compelling case for strategic investment in India.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Challenges of Corporate Profit Growth in China's Regulated Market
02:53 • 3min
Navigating China's Stock Market Challenges
06:17 • 6min
India's Economic Transformation
11:54 • 24min
India's Economic Frontier: Investment Perspectives
35:32 • 18min
Investing Insights: India vs. Nvidia
53:15 • 17min
The Dynamics of ASML and the Semiconductor Market
01:10:05 • 2min
Evaluating Risk and Reward in Emerging Markets
01:12:27 • 4min