Capital rotation into emerging markets. Why?

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  • Опубликовано: 11 дек 2024

Комментарии • 27

  • @TheWanderingInvestor
    @TheWanderingInvestor  8 дней назад

    📌 Join Scott's Telegram channel "Yurta": t.me/+0ksiM5csGTU2NDBl

  • @vioreliachim5646
    @vioreliachim5646 8 дней назад +3

    Ladislas, this topic is exactly what the doctor prescribed! Thank you!

  • @jgm3620
    @jgm3620 7 дней назад +1

    Very interesting. Growth is often in countries we don't expect to talk about. Very good channel, thanks for the quality work

  • @stanfield5124
    @stanfield5124 8 дней назад +1

    Fantastic Ladislas! Emerging market explorer :) and excellent on risks of capital control and ways of mitigating same. Thanks AL

  • @kippsguitar6539
    @kippsguitar6539 7 дней назад +2

    Brilliant video, excellent channel deserves my subscription, bravo

  • @kippsguitar6539
    @kippsguitar6539 7 дней назад +1

    Spot on about Georgia, I went there a couple of times this year, gorgeous amazing country but so much anger and conflict and on a knight edge

  • @b4bmm
    @b4bmm 8 дней назад +2

    Been a while since you've been to S.E.A. I need to get to Cambodia myself for a look around soon.

  • @realsamuelhawley
    @realsamuelhawley 8 дней назад +1

    Another great video, Ladislas! Interesting to hear yours and Scott’s take on Cambodia.

  • @maratkurbanov4161
    @maratkurbanov4161 7 дней назад +1

    Great interview. Love you both!

  • @BoltCapital
    @BoltCapital 5 дней назад +1

    playing capital flight from the fact that pristine collateral is being changed from USTs to gold/btc

  • @AlessandroS-v8g
    @AlessandroS-v8g 8 дней назад +1

    Looking forward to your RE analysis in Cambodia 👍

  • @phantom696
    @phantom696 8 дней назад

    Thank you Ladislas. I would appreciate it if you would turn on automatic subtitles on your videos.

  • @maxf5868
    @maxf5868 7 дней назад +1

    Great analysis

  • @dovygoodguy1296
    @dovygoodguy1296 4 дня назад +1

    European expat choices such as Georgia and Romania are going to hell in a hand basket. But folks aren't talking about it.

  • @monita9477
    @monita9477 7 дней назад +1

    Hi Maurice, new your informative channel. Would be interested to see your views on sustainable (green) investment moreso in the so called 'frontier markets', a term I must say I have gained from your videos. Thanks.

    • @TheWanderingInvestor
      @TheWanderingInvestor  7 дней назад

      Thank you. I’s be very careful with “green investments”. Most are not profitable and just live off subsidies, or are less profitable than “normal” investments. Ideology ≠ good investment

    • @monita9477
      @monita9477 7 дней назад

      ​@@TheWanderingInvestorThanks for the comment. Looking forward to your next video.

  • @dovygoodguy1296
    @dovygoodguy1296 7 дней назад +3

    Just as I thought, living in Tbilisi is no dream now that the EU forces are stirring up trouble after the election.....

  • @Hus3ein
    @Hus3ein 8 дней назад

    Where i can contact?

  • @zeytelaloi
    @zeytelaloi 8 дней назад +1

    What about Malaysia and Thailand as dumping grounds for an exodus of Chinese money?

    • @ellyari
      @ellyari 8 дней назад

      the chinese invest in real estate. Its why renting is 10x cheaper than buying in big chinese exodus cities like bangkok, kuala lumpur, etc. You can rent for 1/5th to 1/10th the mortgage payment amounts in many of these cities. So essentially you have a massive bubble in those sectors and not much money elsewhere.

  • @rasplay5761
    @rasplay5761 8 дней назад +1

    my guess that rich chinias will pump futher Dubai, and less will invest futher in Bangok