Joe, after watching your videos, I've come to realize that it's a good idea to gain my foreign/emerging markets exposure through American companies doing business in these countries.
I generally avoid commenting on social media posts but without offense to anyone's view or research, I just want to share my personal experience as a retail investor in Indian stock market since 2008, I got more than 15% CAGR return till date. NIFTY has given 16% CAGR & Sensex has given 14% CAGR return in last 20 years and these are all facts, not fiction.
That's great that you took time out of your busy day to let us know you made some money in the stock market. Great stuff, but we're interested in further discussing the facts raised in this presentation sourced from experts which point to the serious systematic risks found in the Indian market.
Seems like corruption is a big issue in all emerging markets. I have about 2% of my portfolio is FLIN. I focus mainly on U.S. and European stocks. But wanted a little bit of exposure to India since I believe it will be the next large economy.
We discussed that here (th-cam.com/video/fb4qzL0CrvI/w-d-xo.html). Each emerging market comes with its own set of risks, usually best understood by being a local or an expat with lots of local experience. We find that peering in through the lens of superficial bull thesis articles doesn't typically paint a true picture of what's happening.
Investors who want to have some assurance of success would find a broad benchmark is the best way to not underperform the benchmark. :) Better yet would be Bogles three fund approach which we covered here: th-cam.com/video/1LYR3hD8VFA/w-d-xo.html
Harshad Mehta is a thing of past. India has the youngest working population and the current government is economic oriented and has been investing left right and centre in infra. The current decade belongs to India.
We don't give investment advice, but we do have an entire channel with 460 videos and a website with 2,400 research pieces that cover our thoughts on investing. ;)
Oh that's great to hear! You know this video proved to be (understandably) controversial based on some comments we received. Do you think it fairly portrays the risks involved for foreign investors looking at India?
That's a good question to raise on our Discord server ;) To answer that we'd have to spend some time researching it. As the video said, it doesn't seem advisable to try and cherry pick stocks in India.
It has a lot of risks that aren't so obvious. Retail investors don't seem capable of analyzing these risks unless they're natives and well versed in the domain. An ETF is probably the best way forward for retail.
Consider making video about investing in Turkey stock market. There is not many videos teaching retail investors about how to invest the emerging countries.
Coincidentally, we've been having this discussion with someone about publishing our content in Turkish. (We're actually doing Mandarin first - it's tough.) As for investing in Turkey, there's not much interest. The iShares ETF only has $200 million in AUM and the country has a 0.09% weighting in MSCI ACWI. We will be doing more videos on global investing so stay tuned!
Ditto on Turkey. TUR$ iShares MSCI Turkey ETF is my only option but i was late to benefit from the Ukraine -Russia war jump it had. It’s still on my list tho.
There are a LOT of good indian companies which are solid investments. I understand not many foreign investers understand indian market yet. But few black marks does not represent the entire market. Investors are not flowing into india due to red tapes not because of scams!
The evidence we've presented suggests that it's not just a matter of people not having a sufficient understanding. The Indian government has a lot of work to do here.
@@Nanalyze Indian Mutual Funds have currently about 9.87 crore (98.7 million) SIP accounts through which investors regularly invest in Indian Mutual Fund schemes.
@@MartinD9999 In April 2024, the amount of money invested in Systematic Investment Plans (SIPs) in India was a record high of Rs 20,371 crore. This was a 6.7% increase from the previous three-month average. The number of active SIP accounts also reached a record high of 8.70 crore, a 6.5% increase from the previous three-month average. The average SIP size increased by 9.6% year-on-year to an estimated Rs 2,340 per SIP. roughly 2.5B monthly
Thank you Joe for the tremendous work you're doing. I was wondering if you could shed some light on investing in Indonesia and Nigeria. I've been wracking my brains how to go about this topic since I've read prognosis about population growth in these two emerging markets
Thank you for the kind words! I spent several months in Indonesia speaking with tech startups. I recall a story about how their unique identifier (social security number equivalent) sometimes is duplicated up on up to five people. It's pretty hard to keep track of your population if they aren't labeled. And a huge population it is - 4th largest in world with 277 million. The iShares MSCI ETF has about $440 million in assets - low. We're looking at Grab as a possible play. Stay tuned for an article on that. Regarding Nigeria, may sound good on paper, but scary place to consider putting money. Vettifi shows one Nigera ETF with a whopping $11 million in AUM. Joe P.
@@Nanalyze thanks for the rapid response Joe. It's crazy how good you treat your audience. I'll keep that in mind and wait for further updates on emerging markets ;)
@@elchupacabra3055 Creating delight gets people to open their wallets and you need to do it consistently if you expect those wallets to stay open. ;) Joe P.
Poor analysis. Next 5 years Indian markets are supposed to get more than doubled. You are not factoring in the Modi phenomenon. Scams are all gone since India has surpassed the socialist scams. Also, quoting a propagandist like Ashoka Mody is like quoting Stalin on the US history.
@@NanalyzeYou are absolutely right with what you have presented. I am an Indian and this above comment is from a Modi propagandist. Ignore them. Indian stocks are over valued and the Warren Buffett indicator tells the real picture.
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Joe, after watching your videos, I've come to realize that it's a good idea to gain my foreign/emerging markets exposure through American companies doing business in these countries.
That's what we do with our DGI strategy, Quantigence. Regional ETFs/funds aren't a bad idea either, and we'll do some future pieces on those.
@@NanalyzeI got the idea from your video on CAT.
I generally avoid commenting on social media posts but without offense to anyone's view or research, I just want to share my personal experience as a retail investor in Indian stock market since 2008, I got more than 15% CAGR return till date. NIFTY has given 16% CAGR & Sensex has given 14% CAGR return in last 20 years and these are all facts, not fiction.
That's great that you took time out of your busy day to let us know you made some money in the stock market. Great stuff, but we're interested in further discussing the facts raised in this presentation sourced from experts which point to the serious systematic risks found in the Indian market.
Great detailed video.... Appreciate your videos...
You're most welcome. We had a lot of requests for this one.
Seems like corruption is a big issue in all emerging markets. I have about 2% of my portfolio is FLIN. I focus mainly on U.S. and European stocks. But wanted a little bit of exposure to India since I believe it will be the next large economy.
Yep that's an issue in most emerging markets unfortunately.
better perhaps to invest in brazil. indian stocks do not seem to be that cheap either.
We discussed that here (th-cam.com/video/fb4qzL0CrvI/w-d-xo.html). Each emerging market comes with its own set of risks, usually best understood by being a local or an expat with lots of local experience. We find that peering in through the lens of superficial bull thesis articles doesn't typically paint a true picture of what's happening.
Real Investors invest in SP500
Fools gamble in Indian stocks
Investors who want to have some assurance of success would find a broad benchmark is the best way to not underperform the benchmark. :) Better yet would be Bogles three fund approach which we covered here: th-cam.com/video/1LYR3hD8VFA/w-d-xo.html
Harshad Mehta is a thing of past. India has the youngest working population and the current government is economic oriented and has been investing left right and centre in infra. The current decade belongs to India.
You should watch the video which points to facts that lead us to believe it's not as rosy as it seems for both domestic and foreign investors.
@@Nanalyze so where do you suggest to invest?
We don't give investment advice, but we do have an entire channel with 460 videos and a website with 2,400 research pieces that cover our thoughts on investing. ;)
@@KaranKukreja-g1ddo you know the level of corruption Adani is doing now? India should be renamed as Scamland
@user-yg3lw3jg6x
Belongs to India? 😂 Get back to your cheap labor job!
I am from India and I just found your channel, great going man!
Oh that's great to hear! You know this video proved to be (understandably) controversial based on some comments we received. Do you think it fairly portrays the risks involved for foreign investors looking at India?
Nice. I have been looking at India. People are talking it up as a long-term large market.
There is some appeal to the thesis, but the government needs to get the scam problem under control to attract more foreign investors.
They have been for a looooooong time.
But it's still just India
@jaykrizzle Indians gonna India
Stay away. It’s no different than china.
Thanks for sharing.
Could it be that Fairfax holding is a more interesting bet on India?
All the best.
That's a good question to raise on our Discord server ;) To answer that we'd have to spend some time researching it. As the video said, it doesn't seem advisable to try and cherry pick stocks in India.
Great analysis. India is not worth it
It has a lot of risks that aren't so obvious. Retail investors don't seem capable of analyzing these risks unless they're natives and well versed in the domain. An ETF is probably the best way forward for retail.
Consider making video about investing in Turkey stock market. There is not many videos teaching retail investors about how to invest the emerging countries.
Coincidentally, we've been having this discussion with someone about publishing our content in Turkish. (We're actually doing Mandarin first - it's tough.) As for investing in Turkey, there's not much interest. The iShares ETF only has $200 million in AUM and the country has a 0.09% weighting in MSCI ACWI. We will be doing more videos on global investing so stay tuned!
Ditto on Turkey. TUR$ iShares MSCI Turkey ETF is my only option but i was late to benefit from the Ukraine -Russia war jump it had.
It’s still on my list tho.
It killed him??!
If you're talking about the Kiwi in India charged by a bull, yes.
There are a LOT of good indian companies which are solid investments. I understand not many foreign investers understand indian market yet. But few black marks does not represent the entire market.
Investors are not flowing into india due to red tapes not because of scams!
The evidence we've presented suggests that it's not just a matter of people not having a sufficient understanding. The Indian government has a lot of work to do here.
With 1.6% weighting there's other reasons.
Helpful video.
Great to hear!
Little to no returns..... India currency weak
Based on what time frames? Against which currency pairs?
Forest City Malaysia stones throw from Singapore...try qualifying for Malaysia My 2nd Home Visa for investors in Malaysian factories
Malaysia is a pretty awesome country. "Asia light."
🙌🏻🙌🏻🙌🏻
Glad you enjoyed the piece!
If billions of Indian will invest in those to 100 stocks forever it will never drop simple 😂
Somehow doesn't sound reassuring ;)
@manuvns
How many!? Billions of Indians!? How many billions of Indians are there?
@@Nanalyze Indian Mutual Funds have currently about 9.87 crore (98.7 million) SIP accounts through which investors regularly invest in Indian Mutual Fund schemes.
@@MartinD9999 In April 2024, the amount of money invested in Systematic Investment Plans (SIPs) in India was a record high of Rs 20,371 crore. This was a 6.7% increase from the previous three-month average. The number of active SIP accounts also reached a record high of 8.70 crore, a 6.5% increase from the previous three-month average. The average SIP size increased by 9.6% year-on-year to an estimated Rs 2,340 per SIP. roughly 2.5B monthly
Thank you Joe for the tremendous work you're doing. I was wondering if you could shed some light on investing in Indonesia and Nigeria. I've been wracking my brains how to go about this topic since I've read prognosis about population growth in these two emerging markets
Thank you for the kind words! I spent several months in Indonesia speaking with tech startups. I recall a story about how their unique identifier (social security number equivalent) sometimes is duplicated up on up to five people. It's pretty hard to keep track of your population if they aren't labeled. And a huge population it is - 4th largest in world with 277 million. The iShares MSCI ETF has about $440 million in assets - low. We're looking at Grab as a possible play. Stay tuned for an article on that. Regarding Nigeria, may sound good on paper, but scary place to consider putting money. Vettifi shows one Nigera ETF with a whopping $11 million in AUM. Joe P.
@@Nanalyze thanks for the rapid response Joe. It's crazy how good you treat your audience. I'll keep that in mind and wait for further updates on emerging markets ;)
@@elchupacabra3055 Creating delight gets people to open their wallets and you need to do it consistently if you expect those wallets to stay open. ;) Joe P.
Biased and doesn’t reflect true picture 😂
How so?
This is a Properly researched video. Indian stock market is run by Greedy Politicians and Bad Fraudsters.
@mahesh3609
The numbers don’t lie. But Indian scammers do. 😉
Poor analysis. Next 5 years Indian markets are supposed to get more than doubled. You are not factoring in the Modi phenomenon. Scams are all gone since India has surpassed the socialist scams. Also, quoting a propagandist like Ashoka Mody is like quoting Stalin on the US history.
You don't seem to have addressed many of the concerns raised in the video
@@NanalyzeYou are absolutely right with what you have presented. I am an Indian and this above comment is from a Modi propagandist. Ignore them. Indian stocks are over valued and the Warren Buffett indicator tells the real picture.
@harshitgupta5223
“Indian scams are all gone”!?!? 😂😂🤪🤪 That was HILARIOUS!!!