Capital rotation into emerging markets. Why?

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▬▬SUMMARY▬▬

I joined Scott Osheroff for a discussion on where to allocate capital in the current and accelerating age of conflict. We discuss the prospects for emerging and frontier market equities with exposure to Central Asian banking, such as Halyk Bank and TBC Bank, as well as high dividend stocks in Latin America such as Ecopetrol. We highlight the risks of investing and banking in front-line economies such as Georgia, examine the likelihood of capital controls returning to the West and go through an interesting thought exercise on where Chinese capital would flow in the event of sanctions.

00:00 Introduction
00:30 Investing in emerging market stocks
03:14 Dividend stocks in emerging markets
04:35 Bank stocks in Central Asia
05:40 Latin American oil stocks
08:00 Risks of investing in Georgia
12:00 Increasing regulation in the West
13:00 Capital outflows during war
16:05 Capital controls returning to the West
20:10 Hypothetical impact of sanctions on China
23:45 Real estate in Cambodia
26:15 Follow Scott on Telegram

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▬▬▬▬▬▬▬▬▬▬ DISCLAIMER ▬▬▬▬▬▬▬▬▬▬

No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction. Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.