Investing in China: Financial Developments and Opportunities

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In this episode of WEALTHTRACK, we explore the topic of emerging markets and their current investment potential. Our guest, Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual companies rather than countries. He highlights the challenges faced by companies in China, such as government interference and encroachment on operations and governance. Foster also discusses his investment approach, focusing on income and value. Despite the changing landscape, he still finds China investable and continues to research and invest in the country. Overall, this episode provides valuable perspectives on the evolving dynamics of emerging markets and the importance of company-specific analysis in investment decisions.
00:00 Hello
00:40 Introduction
02:30 interview with Andrew Foster
22:40 One Investment
23:42 Action Point
WEALTHTRACK Episode 2026 originally broadcast on December 22, 2023,
More info: wealthtrack.com/andrew-foster...

Опубликовано:

27 июл 2024

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Комментарии : 18

@michelhedley1805 5 месяцев назад

Very interesting discussion and thank you for putting on Andrew.

@jasonmraz3239 7 месяцев назад

Happy Christmas!! :) Watching it from South Korea.

@chrisburnett9618 7 месяцев назад

Consuelo, while I truly enjoy ALL of your guests--you give us a literal Who's Who on Wall St.--will you please bring Robert Kessler back on early next year? In all of the years I've been watching Wealthtrack, he is by far my favorite guest and the one I've profited from the most by doing what he says, lol. I'd love to hear what Mr. Kessler thinks about where the Treasury market will go in 2024 and beyond!

@mourad_weider 7 месяцев назад

we need more value oriented investors plz

@nicholaslogan7232 7 месяцев назад

HOW! I would really appreciate if you show me how to go about it. Please can you list the platforms ?

@aaron159r2 7 месяцев назад

Vanguard, Fidelity, etc...any discount broker. Choose from a list of cheap, passive, emerging market index funds. ETF options include ticker symbol VWO, EEM or SPEM. There are many others. They all include companies from China, India, Taiwan, Brazil, S Africa, Mexico, +/- S Korea.

@ggttuuxx 5 месяцев назад

Andrew's observation that EM is likely going to be less correlated with DEV is very important. Should be highlighted for portfolio builders.

@donchernoff2856 7 месяцев назад

All of the recommended funds have very high expense ratios

@VegasVaron Месяц назад

Stick with Vanguard or similar companies that have relatively inexpensive funds and indexes.

@brianhollenbeck8633 7 месяцев назад

Happy Christmas ☺️👑🌏🌎🌍💚

@jessieaquino787 7 месяцев назад

Correct. I think thats is ok.

@davidduffy2046 7 месяцев назад

Investing in China is all about transparency , and it just isn't there

@VegasVaron Месяц назад

EM “looking cheap” is NOT the same thing as being cheap. BTW, very few indexes have beaten the S&P500 in the last 10 years. 🙂

@drscopeify 7 месяцев назад

What if trade between the USA and China were to collapse?

@jamesmorris913 5 месяцев назад

Invest in emerging markets? More like, SUBMERGING markets. What did I ever do to you..Consuelo??

@ggttuuxx 5 месяцев назад

So you prefer to buy things that have been going up for a long time, rather than things that have been under-performing. You will receive a pro-cyclical return. Nothing wrong with that. But it's narrow minded to be-little other approaches, because virtually all of the most successful investors do not use your approach.