Moderator Aron Betru Managing Director, Center for Financial Markets, Milken Institute Speakers Jeremy Carter Chief Credit Officer, Fitch Ratings Michael Eckhart Managing Director and Global Head of Environmental Finance and Sustainability, Citi Keiko Honda Executive Vice President and CEO, Multilateral Investment Guarantee Agency (MIGA), World Bank Group Catherine McCarthy Partner, Clifford Chance US LLP Jukka Pihlman Managing Director and Global Head, Central Banks and Sovereign Wealth Funds, Standard Chartered Bank Investing in emerging and developing markets offers a unique opportunity to generate yield while potentially financing positive social impact. The Business and Sustainable Development Commission identified $12 trillion of market opportunities aligned to the Global Goals for Sustainable Development. Unfortunately, the regulations designed to create stability in the financial system after the 2008 financial crisis have had the opposite impact in the developing world because of the disincentives to invest in those markets. With heightened capital and liquidity requirements, commercial banks—the natural financial intermediaries that find, structure, and sell deals to institutional investors—are on the sidelines. In this session, panelists will discuss how public sector institutions can better use guarantees and other risk mitigation tools to draw in private finance for sustainable development. #MIGlobal http://www.milkeninstitute.org/events/conferences/global-conference/2018/
Views: 346 Milken Institute
Moderator John Schellhase Associate Director, Milken Institute Center for Financial Markets Speakers Hedi Ben Mlouka CEO and Chief Investment Officer, FIM Partners Afsaneh Beschloss Founder and CEO, The Rock Creek Group Claver Gatete Minister of Infrastructure, Rwanda Megan McDonald Global Head of Investment Banking and Debt Capital Markets, Standard Bank Group Stephanie von Friedeburg Chief Operating Officer, International Finance Corporation Deep, liquid financial markets are foundational for economic growth and national prosperity. For many countries, a well-functioning financial market means a strong and stable banking sector. But as these nations develop, they will need to provide institutional investors additional outlets for savings and alternative sources of capital for the growing private sector. We will hear success stories and lessons learned from leaders in frontier—and emerging—market countries who have done the hard work to grow and strengthen their domestic capital markets. They will discuss the value of linkages with global capital markets, as well as the importance of regional financial-markets integration. What reforms and initiatives are key for capital markets development? And what pitfalls should other countries avoid as they start the journey? #MIGlobal http://www.milkeninstitute.org/events/conferences/global-conference/2018/
Views: 454 Milken Institute
(Transcript is below) Investing in emerging markets today involves a number of issues, including country-specific social and infrastructure needs. In the May 18, 2018, edition of Focus on Funds, Danielle Myles, editor of The Banker, summarizes recent trends. For more information, visit https://www.iciglobal.org ______________________________________ Stephanie Ortbals-Tibbs, ICI director of media relations: What are the risks and opportunities that global funds and their investors can find in today’s capital markets? Well, looking around the world, a group of experts at Chatham House’s spring capital markets conference did just that. Here’s what I learned in a summary from panel moderator Danielle Myles. Danielle Myles, investment banking and capital markets editor, The Banker: So, one of the things that came up time and time again was the $1 trillion annual infrastructure gap. There are obviously lots of things that have made project financing far more difficult in emerging markets—so, we have the Basel reforms make it more difficult for banks to lend, but at the same time, in some countries like Thailand, regulations prevent nonbanks from lending, which makes it difficult for institutional investors to get involved. But we heard about some of the work that the World Bank is doing in countries like Colombia—and Turkey, specifically, in relation to its [public-private partnership] program—in terms of helping channel more private funding into these projects. And China was obviously a big focus. One of the panelists spoke at length about how China’s strong and stabilizing economy—there’s a connection between that and the US dollar weakening, and how they’re almost feeding off each other. That, in turn, has also helped, had two very big impacts on the developed economies over the last two years. One, in terms of stopping the commodity crunch—in terms of putting a floor on commodity prices. And the other thing is in relation to spurring international trade, which has obviously been in a slump for many, many years. There was also an important point about the regional integration that’s starting to happen in Latin America. And the example that was given was a recent cap bond among the Pacific Alliance countries. A couple of the panelists basically lamented about the fact that there hasn’t been regional reintegration, or not enough, in Latin America. They said it should have happened 30 years ago. Ortbals-Tibbs: So a headline that kind of came out of the discussion you had is that in many countries, they know they have an issue to address—social, demographic, environmental—and they’re looking at how investment becomes an answer to that question you’re trying to solve for. Myles: Absolutely. I think one of the important things for governments in this situation is to make sure that the solutions work for that particular country. So, every country obviously has a different demographic—some have aging populations, some have very young populations—and that needs to be taken into account in terms of the types of investment and where they’re putting that money. Another thing to think about is infrastructure. We spoke about the infrastructure gap earlier, but infrastructure really is the basis for social advancement and for financial inclusion. So that’s something which governments and their supporters, like the World Bank and other multinationals, really need to be focusing on. Ortbals-Tibbs: So it sounds like, just to close it out, that there’s a lot of innovation going on around emerging markets and investment, and things that people really want to watch closely, because there’s a lot that’s just kind of steadily coming out—new things all the time. Myles: Absolutely. So every time one of these new instruments are issued, it could launch a new market. Look at the green bond market: 10 years ago, it was nothing. Now, it’s absolutely huge. So many investors have sustainability criteria that they take into account within their funds. So yeah, watch this space. We’ll have to wait and see what the next green bond market is.
Views: 126 ICI Video
Let's discuss some of the emerging markets you've never heard of. If you're just getting into emerging markets, and aren't sure where to begin, this video is a great starting point. If you want to go and invest in a market that is yet to flourish, you should let the word "emerging" guide you. Let's face - if everybody's talking about a certain emerging market and how they're going to invest it, chances are that positive trademarks of it won't last for long. You want to look into the hidden gems that are yet to be the talk of the town and you want to get into it while the iron is still hot, so to speak. Here at Nomad Capitalist, we talk a lot about emerging and frontier markets and about investing and banking there. In this video, Andrew suggests that little-known markets could be the best place for your particular needs, even if you haven't heard of them before. The fact that so many people are investing in one particular market doesn't mean that you doing the same would bring you most profit or benefits, which is why it's important to look deeper into developments that are only starting. Learn more about new emerging markets here: https://www.youtube.com/watch?v=KE8Vci3R9zw&ab_channel=NomadCapitalist Stay tuned for more videos and information about second passports, offshore strategy, reducing your taxes and going where you're treated best. ----- ABOUT NOMAD CAPITALIST Andrew Henderson travels to nearly 30 countries every year to stay up to date on the latest legal strategies for entrepreneurs and investors to pay less tax, grow their money faster, and build their personal freedom. Andrew started Nomad Capitalist to help people like you follow his five magic words: "go where you're treated best". He has personally started foreign companies, opened offshore bank accounts, and obtained multiple second passports. He also learned the hard way that perpetual information seeking is often the biggest barrier to getting the results you want. Many entrepreneurs spend months and even years constantly researching how to pay less in tax or live overseas, but are afraid to make the jump. As a result, they get stuck and keep paying a fortune in taxes and never get the lifestyle they deserve. Nomad Capitalist's Youtube channel is based on Andrew's vision that focusing on the end result, rather than the latest shiny object, is the best way to actually obtain the benefits of the Nomad Capitalist lifestyle. About Andrew: http://www.nomadcapitalist.com/about/ Our website: http://www.nomadcapitalist.com Our blog: http://www.nomadcapitalist.com/blog/ Work with Andrew: http://www.holanomad.com/
Views: 3172 Nomad Capitalist
This webinar features the authors of a new policy working paper titled, "Green & Resilience Banks: How the Green Investment Bank model can play a role in scaling up climate finance in emerging markets". The paper was officially released at an official side event of COP22 in Marrakech, Morocco. The authors-- Stacy Swann, Climate Finance Advisors, Jeffrey Schub, Coalition for Green Capital, and Douglass Sims, Natural Resources Defense Council-- shared highlights from the report, including information about the creation and capitalization of Green Investment Banks (GIBs) across the world that have had success in attracting private capital to low carbon, climate-resilient (LCR) infrastructure investments. In addition to outlining the early successes of existing GIBs, the authors give an overview of the newly released paper's insight into how the GIB model can a useful approach for countries with developing and emerging economies to consider. Because of their focus on acting at a local and transactional level, the GIB model could help countries achieve climate goals, be a locus of financial innovation, and serve as a partner for international climate and development finance providers.
Views: 159 Green Bank Network
With emerging markets (EM) economies expected to expand at more than double the pace of developed markets, the widening growth premium is providing an attractive backdrop for both equity and credit investors, according to Katie Koch of Goldman Sachs Asset Management. The drivers behind EM’s growth include both macro and micro factors. Not only are EM countries in stronger fiscal shape — many countries are running current account surpluses —but investors also have access to deeper and more diversified financial markets. One case in point is India, which stands to benefit from favorable demographic trends, significant reforms and an attractive equity market. Learn more: http://click.gs.com/jdyz
Views: 414448 Goldman Sachs
To join the Elite Investor Club, head over to http://eliteinvestorclub.com/ It was back in two thousand and one that Goldman Sachs coined the term BRIC for the emerging markets of Brazil, Russia, India and China. The Global Investment bank predicted Brazil and Russia would become the dominant global suppliers of raw materials while India and China would become the similarly dominant suppliers of goods and services. China had already demonstrated huge potential in the early nineteen nineties when its annual growth hit a still unbeaten fifteen point four percent and after a brief dip into single figures around the millennium, growth figures continued to march upwards until the global recession hit. One of the key attributes that makes China so popular from an investors point of view is its consistent growth which has been fuelled by government funded “mega” infrastructure projects, a booming property market, exponential manufacturing output and raw commodity exports. Instead of buying Belinda Carlisle and Phil Collins LPs back in nineteen eighty nine, if you’d have invested your savings into China, you would have received annual average growth of almost ten percent per year. By the powers of compound growth, a ten grand investment back then would have netted you over one hundred and thirty thousand pounds if you sold up today. And whilst there’s been a lot of talk in recent years that China’s boom is now over, growth still sits above six point five percent per year. A figure that any western country would give their right arm for. But as with any emerging economy there’s always a downside. China’s economy has been built on investment and that means that many companies and even state owned enterprises are overexposed to debt. The country’s debt has ballooned to almost two hundred and fifty per cent of GDP thanks to Beijing’s repeated use of cheap credit to stimulate slowing growth over the last few years, unleashing a massive, debt-fuelled spending binge. For Chinese banks that have loaned to fellow compatriots, the quality of debt is also a problem. It’s estimated that as much as twenty percent of it could be made up of non-performing loans. If all of that debt were to be officially written off, a western style two thousand and eight style banking crisis could be on the cards. China’s economy then is like its food. Both sweet and sour. The big question for China now is can it grow its way out of debt through the adoption of new technologies and emerging industries like renewables or will the weight of its debt turn it into a giant economic sinking ship? China is not the only Asian economy to be marching forward. Myanmar, its little known neighbour with a fledgling economy, is on target to become the fastest growing economy in the world in percentage terms for twenty sixteen. Formerly known as Burma, Myanmar is a true emerging market in every sense. Under military rule for the last half of the 20th century and the early part of this millennium, the country recently held its first free and open elections. With a smooth transition of power and a progressive government now in place, the US has made the decision to start lifting economic sanctions on the country and Myanmar has announced itself open for business. In two thousand and fifteen the country opened its own stock market even though it didn’t have any companies ready for listing at the time. Today they have just three on the books and that gives you an indication of how immature the country’s economy still is. It’s not just the size of the economy which makes it immature, it’s the legal and regulatory side of business and finance which is only just beginning to be laid out. Anyone entering Myanmar to set up shop or invest in local business needs to be comfortable with the highest levels of risk and many investors are choosing to hold fire and wait for more regulations to be put in place before they take the plunge. It’s clear though that the government is moving in the right direction and understands the need for foreign investment to fund not just local and national businesses, but major infrastructure projects which are essential if Myanmar is to build on its early stage growth. If you’re the kind of person that’s always looking to get in at the very beginning of the next big thing. Myanmar, with its fledgling government, economy and infrastructure might just be for you. But with so many unknowns and the pace of progress yet to be seen, if you think you’re in for an easy ride on this one, be very careful out there.
Views: 2889 Elite Investor TV
Last week saw JPMorgan’s emerging markets (EM) currencies index post its worst week since the 2016 US election. Michel Perera, Canaccord Genuity Wealth Management, gives his insights into the outlook for EM currencies, equities and why he’s constructive on stocks at a global level. ► Subscribe: https://www.youtube.com/IGUnitedKingdom?sub_confirmation=1 ► Learn more about IG: https://www.ig.com?CHID=9&SM=YT Twitter: https://twitter.com/IGcom Facebook: https://www.facebook.com/IGcom LinkedIn: https://www.linkedin.com/company/igcom We provide fast and flexible access to over 10,000 financial markets – including indices, shares, forex, commodities – through our award-winning range of platforms and apps. Established in 1974 as the world’s first financial spread betting firm, we’re now the world’s No.1 provider of CFDs and spread betting* and a global leader in forex. We also offer an execution-only share dealing service in the UK, Ireland, Germany, Austria and the Netherlands. Through our low fees and smart price-sourcing technology, we help traders keep their costs down. All trading involves risk. Spread bets and CFDs are leveraged products and can result in losses that exceed deposits. The value of shares, ETFs and ETCs bought through a share dealing account can fall as well as rise. Please take care to manage your exposure. * For CFDs, based on revenue excluding FX, published financial statements, October 2016; number of active UK financial spread betting accounts (Investment Trends UK Leveraged Trading Report released June 2017); for forex based on number of primary relationships with FX traders (Investment Trends UK Leveraged Trading Report released June 2017)
Views: 2088 IG UK
While FinTech is revolutionizing the banking industry and giving millions of people access to financial services for the first time, new banking models are emerging with FinTech start-ups and tech firms potentially disrupting the status quo. But business schools and universities are not preparing future bankers for these changes, says FinTech thought leader Henri Arslanian. How can designers, programmers and creative thinkers help? Henri Arslanian started his career as a financial markets and funds lawyer in Canada and Hong Kong, after which he spent many years with UBS Investment Bank in Hong Kong. In recent years, he has been teaching graduate courses on Entrepreneurship in Finance at Hong Kong University as an Adjunct Associate Professor, and currently leads the first FinTech course in Asia. His latest book on Entrepreneurship in Finance will be published in late 2016 by Palgrave Macmillan. A member of the Milken Institute’s Young Leaders Circle, Henri is a regular keynote speaker globally on the topic of FinTech and hedge funds and currently sits on a number of finance, academic, civil society and FinTech related boards and advisory boards. Henri is fluent in English, French, Armenian, Spanish and conversational in Mandarin Chinese and has been awarded many academic and industry awards over the years, including the Governor General of Canada Gold Medal for Academic Excellence. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at http://ted.com/tedx
Views: 279647 TEDx Talks
http://www.nomadcapitalist.com Andrew discusses how you can earn high-interest rates using offshore banking in emerging markets from Russia and Georgia to Mongolia. Andrew shares: - Whether it's worth banking in Mongolia for 15% interest rates - Whether you should bank in a foreign currency or US dollars - Where you can earn 5% interest rates on US dollars in decent banks - The next economic freedom hot spot - in Europe, no less - What to watch out for in foreign currency banking - Which countries have deposit insurance - and whether it matters - Which countries have banks with greater liquidity ratios Countries discussed: 0:34 Mongolia 2:18 Georgia 2:58 Russia 4:18 Ukraine It's not hard to open an offshore bank account; you can even open some from home. Sign up for your free copy of Offshore Banking guide here: https://nomads.lpages.co/download-page-banking/ ----- ABOUT NOMAD CAPITALIST Andrew Henderson travels to nearly 30 countries every year to stay up to date on the latest legal strategies for entrepreneurs and investors to pay less tax, grow their money faster, and build their personal freedom. Andrew started Nomad Capitalist to help people like you follow his five magic words: "go where you're treated best". He has personally started foreign companies, opened offshore bank accounts, and obtained multiple second passports. He also learned the hard way that perpetual information seeking is often the biggest barrier to getting the results you want. Many entrepreneurs spend months and even years constantly researching how to pay less in tax or live overseas, but are afraid to make the jump. As a result, they get stuck and keep paying a fortune in taxes and never get the lifestyle they deserve. Nomad Capitalist's Youtube channel is based on Andrew's vision that focusing on the end result, rather than the latest shiny object, is the best way to actually obtain the benefits of the Nomad Capitalist lifestyle. About Andrew: http://www.nomadcapitalist.com/about/ Our website: http://www.nomadcapitalist.com Our blog: http://www.nomadcapitalist.com/blog/ Work with Andrew: http://www.holanomad.com/
Views: 2736 Nomad Capitalist
BlackRock’s investment strategist, Karim Chedid, talks to IGTV about why the bank is still bullish on emerging markets despite recent outflows. ► Read more: https://www.ig.com/uk/investments/news/etf/2018/06/25/stick-with-emerging-markets-despite-outflows--suggests-blackrock?CHID=9&SM=YT ► Subscribe: https://www.youtube.com/IGUnitedKingdom?sub_confirmation=1 Twitter: https://twitter.com/IGcom Facebook: https://www.facebook.com/IGcom LinkedIn: https://www.linkedin.com/company/igcom We provide fast and flexible access to over 10,000 financial markets – including indices, shares, forex and commodities through our award-winning range of platforms and apps. Established in 1974 as the world’s first financial spread betting firm, we’re now the world’s No.1 provider of CFDs and spread betting* and a global leader in forex. We also offer an execution-only share dealing service in the UK, Ireland, Germany, Austria and the Netherlands. Through our low fees and smart price-sourcing technology, we help traders keep their costs down. All trading involves risk. Spread bets and CFDs are leveraged products and can result in losses that exceed deposits. The value of shares, ETFs and ETCs bought through a share dealing account can fall as well as rise. Please take care to manage your exposure. * For CFDs, based on revenue excluding FX, published financial statements, October 2016; number of active UK financial spread betting accounts (Investment Trends UK Leveraged Trading Report released June 2017); for forex based on number of primary relationships with FX traders (Investment Trends UK Leveraged Trading Report released June 2017)
Views: 520 IG UK
HSBC Canada http://www.hsbc.ca In October 2011, the world's population hit 7 billion. With 60% of the global population living in the Asia-Pacific region, it's one of the fastest growing markets. But what is the relationship between demographics and economic growth? Watch as HSBC experts discuss the demographic shift, its role as a key driver of investments, and how Canadian investors can tap into these emerging markets. Learn more: http://www.hsbc.ca/1/2/personal/investing/products-and-services/mutual-funds/emerging-markets
Views: 20333 HSBC Canada
HSBC Canada http://www.hsbc.ca Meet Arwen Liu, Investment Specialist at HSBC Global Asset Management (Hong Kong). Located in Hong Kong, Arwen discusses the importance of being "on the ground" in Hong Kong in order to stay ahead of the curve. Watch as she explains why Hong Kong is the window to the world for China. Learn more: http://www.hsbc.ca/1/2/personal/investing/products-and-services/mutual-funds/emerging-markets
Views: 2411 HSBC Canada
Luca Paolini, Pictet Asset Management chief strategist, and Scott Wren, Wells Fargo Investment Institute senior global equity strategist, discuss their outlook for the markets and the economy in the fourth quarter.
Views: 860 CNBC Television
Investing in emerging and developing markets offers a unique opportunity to generate yield while potentially financing positive social impact. For the first half of the year, emerging markets showed large amounts of volatility. Despite the selloff, some investors are taking bullish outlooks on the investments. What lessons from this year's geopolitical events can we now apply to discover cutting-edge opportunities? When evaluating emerging markets, how do investors calculate political risk, friendly-trade regimes, or effective infrastructure? Moderator Jonathan Wheatley Emerging Markets Editor, Financial Times Speakers Ghadir Cooper Global Head of Equities, Barings Michał Krupiński CEO, Bank Pekao SA Andrew Newington Partner, Chief Investment Officer and Chief Operating Officer, Actis Charles Robertson Global Chief Economist and Head of Macro-Strategy, Renaissance Capital
Views: 631 Milken Institute
James Cheo, senior investment strategist at Bank of Singapore, weighs in on U.S. 10-year treasury yield hitting record highs.
Views: 195 CNBC International TV
http://www.sensibleinvesting.tv - impartial information on the benefits of low-cost, long-term and highly diversified investing In this video blog for Sensible Investing, Robin Powell asks Professor Paul Marsh from London Business School what we can learn about investing in emerging markets from studying historical market data. Transcript: Hello again. In our last two videos we've heard from Professor Paul Marsh from London Business School about what history can teach investors in emerging markets. He's one of the authors of the Credit Suisse Global Investment Returns Yearbook, which draws on data spanning 114 years of market history from 25 different countries. Despite two-and-a-half years of poor performance and warnings of more volatility to come, Professor Marsh says now is NOT the time to lose faith in the sector. But what, I asked him, does the data tell us about which trading strategies work best in emerging markets? Interestingly, two factors which ARE important in developed markets, have little or no effect in emerging ones - namely, company size and momentum. "If you look across emerging markets, smaller companies within those markets have done a little better on average than larger companies within those markets, but much lesser the gap, much lesser the premium from smaller companies than you find in developed markets, at least in recent years. Similarly momentum effects seem to be much weaker in emerging markets than in developed markets." But the data does suggest that one factor has an even bigger effect in emerging markets than it does in developed ones... and that is value. Value rather than growth stocks seem to have done especially well in emerging markets rather than developed markets. Value has done well in developed but in emerging markets the difference between value and growths stocks has been even greater. So if you are an investor, who focuses on trying to buy stocks that look cheap, relative to fundamentals like dividends and earnings, you find a very fertile hunting ground in emerging markets. Now we're always hearing in the media that we ought to invest in this or that emerging market. Some prefer, say, India or China, while others favour Eastern Europe, South America or Africa. But never mind the noise... What does the actual data tell us? There doesn´t seem to be a small country effect. You don´t seem to better by investing in smaller emerging markets than in larger ones, nor does there seem to be a momentum effect whereby you do better from investing in winning emerging markets, rather than loosing ones. But there are very strong value effects, so if you invest in the markets which have had the highest dividend yields, you´ve done much better than if you would have invested in markets with the lower dividend yields. Or if you have invested in the countries with the weakest currencies versus the strongest currencies, you have done better from the weakest currencies. And if you look at past GDP growth, you have done best from the countries which have the weakest past growth, rather than the strongest, which suggests again a value effect when you´re looking between and across emerging markets. And, for me, that's the most interesting finding of all. So much of the commentary on emerging market investing in recent years has focused on high growth in the developing world. The reason we need emerging market exposure, we've constantly been told, is that the economic balance is shifting from West to East. But the data tells us that this focus on growth has actually been unhelpful. We'd like to thank Professor Marsh for his insight - and you for watching. Goodbye. For more videos like this, go to http://www.sensibleinvesting.tv
Views: 2114 Sensible Investing
Subject : Business Economics Paper : Financial market and institutions
Views: 2578 Vidya-mitra
Emerging markets have become a key contributor to global economic growth but is investing in these economies worth it? CNBC Africa’s Busi Lethole explains. https://www.cnbcafrica.com/
Views: 229 CNBCAfrica
Emerging markets may have outperformed so far in 2017, but we still believe it is very early innings for these equities. Jan van Eck, CEO, discusses his investment themes for 2018. Learn more: https://www.vaneck.com/videos/2018-investment-theme-em-biggest-opportunity/
Views: 3306 VanEck
Don't think SEBI circular impacted the markets, EM crisis impacting markets. Most FII clients in the worst case will restructure their investment vehicle, says Pratik Gupta, Deutsche Bank India Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com
Views: 332 ET NOW
Chris Brightman, CIO of Research Affiliates, and Joe Terranova of Virtus Investment Partners joins "Squawk Box" to discuss the state of the markets. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 648 CNBC Television
EMERGING MARKET INVESTMENT HINGES ON CENTRAL BANK DECISIONS - SOCIETE GENERALE Societe Generale SA Head of Emerging Markets Strategy Benoit Anne says the investor appetite for emerging markets depends heavily on policy decisions by the European Central Bank and the Federal Reserve. SHOWS: LONDON, ENGLAND, UK (JANUARY 13, 2015) (REUTERS - ACCESS ALL) 1. SLATE, READING (English): "AS THE ECB MEET APPROACHES, HOPES ARE HIGH THAT WE WILL SEE THE ECB TAKE SOME AGGRESSIVE ACTION. WHAT DO YOU EXPECT AND WHAT'S THE LIKELY IMPACT ON EMERGING MARKETS?" 2. SOCIETE GENERALE SA, HEAD OF EMERGING MARKETS STRATEGY, BENOIT ANNE, SAYING: "Well we think the ECB is going to have to step up its policy response announcing quantitative easing to the tune of 500 billion. That from an EM perspective is going to be a significant boost to risk appetite. So from an EM perspective we are awaiting the ECB signals with great anticipation." 3. SLATE, READING (English): "WHAT IS YOUR EMERGING MARKET STRATEGY - RISK OFF OR ON AMIDST UNCERTAINTY ON GLOBAL GROWTH?" 4. SOCIETE GENERALE SA, HEAD OF EMERGING MARKETS STRATEGY, BENOIT ANNE, SAYING: "There is clearly a lot of uncertainty right now. The main source of uncertainty is what the Fed is going to do. So in terms of strategy I recommend my clients to be relatively cautious in the near term, at least until the Fed actually properly hikes. After that I would say the environment is going to improve considerably for emerging markets. So I am ready to turn much more bullish in the latter part of 2015." 5. SLATE, READING (English): "WHICH ARE YOUR TOP 3 EMERGING MARKETS AND WHY?" 6. SOCIETE GENERALE SA, HEAD OF EMERGING MARKETS STRATEGY, BENOIT ANNE, SAYING: "My top three EM, if we are talking about EM currencies for instance are going to be the Korean Won, the Malaysian Ringgit and the Russian Rouble. The Russian rouble has weakened a lot but I think the worst is now behind us." 7. SLATE, READING (English): "WITH OIL CRASHING AND DOLLAR ZOOMING GOLD AT 1 MONTH HIGHS - WHAT'S IN STORE FOR SAFE HAVEN TRADES IN 2015? 8. SOCIETE...
Views: 98 Market Screener
“Investors should understand that Turkey is only a symptom,” says Chief Investment Officer Yves Bonzon. “The cause lies in the monetary tightening of the US Federal Reserve.” Watch our video to find out what this means for China and the world economy. Find out more about Julius Baer: - Corporate Website: https://www.juliusbaer.com/global/en/home/ - YouTube: https://www.youtube.com/user/BankJuliusBaer - LinkedIn: https://www.linkedin.com/company/julius-baer/ - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusbaer/
Views: 162 Julius Baer
Christian Nolting, global chief investment officer at Deutsche Bank Wealth Management, discusses corporate earnings, U.S. monetary policy, and FAANG stocks.
Views: 332 CNBC International TV
From anticipated interest rate increases around the world to opportunities in emerging markets—with a particular focus on China—and commodities, CEO Jan van Eck discusses what he’s watching out for in 2018. Learn more: https://www.vaneck.com/videos/2018-investment-outlook-eyes-central-bank-emerging-market/
Views: 65 VanEck
Traders Joe Terranova and Pete and Jon Najarian are joined by Kari Firestone, CEO of Aureus Asset Management, Mark Tepper, president and CEO of Strategic Wealth Partners, and Kristen Bitterly, Citi Private Bank's head of capital markets for the Americas, to discuss opportunities in the markets.
Views: 213 CNBC Television
This week, AK asks the question, “When will emerging markets emerge?” as he helps investors understand ways to give portfolios a taste of international flavor. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Watch the full video by starting your 14-day free trial here: https://we.tl/t-kelP6ReZBX About The One Thing: AK brings a fresh spin to the world of finance. Often pulling from Real Vision content, each week, he dishes on what recent event or insight rises to the level of being ""the one thing"" that matters. About Real Vision™: Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™. Connect with Real Vision™ Online: Linkedin: https://rvtv.io/2xbskqx Twitter: https://rvtv.io/2p5PrhJ What Are Emerging Markets And How Are They Traded? | The One Thing | Real Vision™ https://www.youtube.com/c/RealVisionTelevision" Transcript: Everywhere you turn people are talking about Emerging Markets. They say things like, are Emerging Markets going to outperform US stocks? So today we're going to shed some light on Emerging Markets we're going to figure out what they are and will they actually emerge and it's all going to go down on this episode of Real Vision's The One Thing. What's going on investors. AK, here. The term "Emerging Markets" was actually introduced in 1981 by a guy named Antoine van Agtmael. He worked to buy IFC which is part of the World Bank. So Antoine originally pitched the fund that invested in countries like Brazil, India, and South Korea as the World Fund. He presented this idea at a Salomon Brothers event with a bunch of fund managers and they loved it. But they hated the name. So it was renamed to the Emerging Market Fund, which is much easier to sell than what Donald Trump once called it, the Third World Shit Hole Fund. And so Emerging Markets were born with a phrase that had so much hope and positivity that you would hope they would emerge eventually, right? Well, here we are in 2019, 38 years later, and most investors have some sort of exposure to Emerging Markets in their portfolio. Emerging Markets almost act like the technology sector; they add a high risk, high growth area into your portfolio. One of the most popular funds that you may know is EEM, which is the iShares Emerging Markets Fund. EEM is made up of a bunch of large cap companies from Emerging Markets like China, Korea and Brazil. But what are you actually buy when you're buying EEM? Well, Christian Fromhertz, the CEO of Tribeca Trade Group, came on a Real Vision recently to discuss what's inside EEM. What I want to talk about is the components of EEM. The countries, as well as the individual names that are in the EEM ETF. I think that's always important just when we're looking at a US ETF or a sector ETF. We don't want to just look at what the sector is but we want to know what companies make up the sector because ultimately, that's what's going to drive the performance. OK, so a top geographic countries. If you could see it's a little bit weighted-- it's got a higher weighting to China. You could see South Korea, Taiwan, India, Brazil. These all make up over 5% of the ETF. So it's a little bit weighted to China. But if you take a look at what is going on within some of the groups, you could see Tencent is the number one holding. Baba is another large cap holding. Taiwan Semi, that's EWT from the Taiwan ETF. You could see that some of these companies you're familiar with. So as you can see, when you're buying EEM, you're mostly betting on Chinese companies and mostly Chinese tech companies at this point. Tommy Thornton, a Real Vision regular and think tank contributor, is pretty comfortable with that. The biggest weights in the EEM primarily are financials and technology, and the countries that are dominant are mostly Asian-- China, Hong Kong, Taiwan, and Korea. There's others out there, but it really drops off with percentages. But that's about 50%, right there. The biggest weight, as far as stock component, is Tencent. Tencent is a video game maker. It's one of the largest companies in the world. It was down 47% from its peak to bottom in the last year, which is just astounding when you think about it.
Views: 1652 Real Vision
Moderator Douglas Rediker Chairman, International Capital Strategies, LLC Speakers Teresa C. Barger Co-Founder and CEO, Cartica Management, LLC Binay Chandgothia Managing Director and Portfolio Manager, Principal Portfolio Strategies, Principal Global Investors Binod Chaudhary Chairman, CG Corp. Global Penny Foley Group Managing Director, Emerging Markets, TCW Francisco N. González CEO, Bancomext, S.N.C. Emerging markets saw impressive growth in 2017, buoyed by a pickup in world economic growth and low interest rates that ignited a global search for yield. This year, emerging markets have been holding up better than expected, especially in the early February stock sell-off. We will examine investment and economic opportunities in emerging markets, as well as factors driving growth. What lessons from last year's geo-political climate can we apply now to discover new opportunities? How do upcoming elections in Hungry, Mexico, and Brazil impact investment strategies? When evaluating emerging markets, how do investors calculate political risk, friendly-trade regimes, or effective infrastructure? #MIGlobal http://www.milkeninstitute.org/events/conferences/global-conference/2018/
Views: 652 Milken Institute
The second session of the Stephen C. Freidheim Symposium on Global Economics looks at how emerging markets (China, Brazil, India, Russia, etc.) have fared over the past decade, the extent to which reserve accumulation and flexible exchange rates have enabled them to manage shocks, and the question of current financial stability. This symposium is presented by the Maurice R. Greenberg Center for Geoeconomic Studies and is made possible through the generous support of Council Board member Stephen C. Freidheim. Speakers Carmen M. Reinhart Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School Brad W. Setser Steven A. Tananbaum Senior Fellow for International Economics, Council on Foreign Relations Ruchir Sharma Head of Emerging Markets and Chief Global Strategist, Morgan Stanley Investment Management Presider Gillian Tett U.S. Managing Editor, Financial Times Subscribe to our channel: https://goo.gl/WCYsH7 The Council on Foreign Relations (CFR) is an independent, nonpartisan membership organization, think tank, and publisher. Visit the CFR website: http://www.cfr.org Follow CFR on Twitter: http://www.twitter.com/cfr_org Follow CFR on Facebook: https://www.facebook.com/councilonforeignrelations/
Views: 4090 Council on Foreign Relations
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Jeffries Prime Brokerage Spring Manager/Allocator Series, San Francisco May 14 2012 Moderator: David Reidel, Reidel Research Panelists: 1. Dr. Vinay Nair, CEO & CIO, Ada Investments 2. Carlos Zalles, CEO & CIO, LW Investment Management 3. Kevin Carter, Co-Founder & CEO, Baochuan Capital Management 4. Sahm Adrangi, Founder & CIO, Kerrisdale Capital Management The Panel discusses: - The case for India - The case for Latin America - The case for China - When and how to short China - Valuations & Timing of allocations to India: Global capital flows make India volatile, while its corporations' cash flows aren't - Brazil: Opportunities in Infrastructure, Fixed Income, Currencies, but more reforms needed - Hard or soft landing for China? Government has still many options for future interventions - Is inflation really a risk for emerging markets? - How India addresses infrastructure challenges - Where is the sweet spot for a sustainable India-Boom? - Which sectors will benefit the most? Carlos Zalles is currently the President and Chief Investment Officer of LW Investment Management, Ltd., a position he assumed in February of 2008, and is based in Florence, Italy. Before joining LW Investment Management, Mr. Zalles was CEO and founder of LW Securities, Ltd., a boutique Latin American Investment Bank, which he formed in 1999. From 1995 through 1999 he was a founding partner and Managing Director of Andino Capital Markets where he was responsible for the Asset Management area, as well as trading and distribution of Latin American financial instruments. From 1987 through 1995 he was one of the founders of VestcorPartners, where developed and managed the stock exchange trading and brokerage services of the firm throughout Latin America. From 1980 through 1987 he held various positions the last one being Vice President and Senior Credit Officer at Bank of America in Mexico and Venezuela, running the Corporate Banking Group and the Financial Asset Group for the bank's problem loan portfolio. From 1975 through 1980 he held several positions at American Security Bank in Washington D.C., the last one being Vice President and Head of Latin America. Dr. Vinay Nair is the founding partner of Ada Investments, an asset management company based in New York. Prior to founding Ada, he was the Research Director and Portfolio Manager at Old Lane (Citi Alternative Investments) where he managed a portfolio based on research developments in corporate finance and asset pricing. He is also an adjunct professor of Finance and Economics at The Columbia University where he teaches sustainability and investment management; a senior fellow at the Wharton Financial Institutions Center; and a Professional Fellow at the Center of Law and Business at New York University. Prior to becoming an investment manager, Dr. Nair was an Assistant Professor of Finance at The Wharton School where he developed a course on private equity and acquisitions for MBA students. Dr. Nair completed his PhD in Financial Economics from the Stern School of Business at New York University with an award for the best thesis. Kevin T. Carter is a Co-founder, the Chief Executive Officer and a member of the Investment Committee of BaoCap. Prior to BaoCap he held similar positions at its predecessor firm. He was the Founder, Chairman and Chief Executive Officer of Active Index Advisors ("AIA"). AIA was acquired by NATIXIS Asset Management in December 2004. Prior to founding AIA, he was the Founder and CEO of Electronic Investing Corporation ("EIC") which was acquired by E*TRADE Group in July 2000. Prior to EIC, Mr. Carter worked for firms including Feshbach Brothers, Prudential Securities, and Robertson Stephens & Co. Mr. Carter received a B.A. in Economics from the University of Arizona. Sahm Adrangi is the founder and CIO of Kerrisdale Capital Management, a value-oriented and special situations fund based in New York. Mr. Adrangi is a leading expert on Chinese stock scams and has shared in-depth research with the investment community on fraudulent U.S.-listed Chinese companies. Prior to founding Karrisdale Capital Management, Sahm was an investment analyst at Longacre Fund Management where he was doing investment research both on Longacre's flagship distressed debt credit fund and an equity fund. Prior to Longacre, Mr. Adrangi worked in the bankruptcy restructuring group at Chanin Capital Partners. At Chanin, Mr. Adrangi helped advise creditors in out-of-court and Chapter 11 bankruptcy restructurings. Prior to Chanin, he worked in the leveraged finance investment banking group of Deutsche Bank. Here he helped structure and syndicate non-investment grade bank debt and high yield bond transactions, including leveraged buyout financings, Chapter 11 exit financings and debt refinancings. Mr. Adrangi holds a Bachelor of Arts in Economics from Yale University.
Views: 2172 OpalesqueTV
Kathryn Rooney, head of global research and chief investment strategist with BullTick Capital Markets, and CNBC contributor Michelle Caruso-Cabrera, discuss whether Brazil is a good place to invest as elections are underway in the country.
Views: 426 CNBC Television
http://www.onestepremoved.com/ Shaun Overton chats with Hatim Atabani, who ran one of the largest stock brokerages in the UAE at the height of the stock and real estate bubble. Hatim highlights how investment banks from London and New York participate in developing markets and how their large orders are handled from a trader's perspective. http://youtu.be/nWjAp33uars
Views: 2226 Shaun Overton
Emerging markets are benefiting from the global economic recovery, but does the current rally have staying power? Portfolio manager Shaw Wagener weighs in, and offers perspective on how the asset class has evolved. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Past results are not predictive of results in future periods. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed-income investment professionals provide fixed-income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Securities offered through American Funds Distributors, Inc.
Views: 351 American Funds
From large emerging markets to frontier and developing economies around the world, technology is transforming economic sectors and unleashing investment opportunity, argues. Marjo Koivisto leads the Economics & Finance team at the World Economic Forum’s Global Programming Group, based in in New York City. Her cluster covers global macro trends to inform agendas in Europe, China and other global regions. Prior to joining the Forum, she worked as an economist and private sector development specialist in World Bank Group investment lending, on infrastructure and industrials investments in EMEA. She is a graduate of the WEF Global Leadership Fellows Programme across the Wharton, Columbia, CEIBS, INSEAD and LBS business schools; obtained her PhD from the London School of Economics; was postdoctoral scholar at Harvard University; and led a global affairs publication start-up in London. She is passionate about technology, emerging markets enterprise and outdoor sports. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx
Views: 1223 TEDx Talks
Michael Kelly, PineBridge Investments global head of multi-asset, discusses the potential fallout for global markets and currencies from the Turkish lira crisis.
Views: 305 CNBC Television
Raghuram Rajan, University of Chicago Booth School of Business professor and former Reserve Bank of India governor, discusses the Turkish currency crisis and what he sees for other emerging market economies.
Views: 2247 CNBC Television
LOOK THROUGH MY BOOKS! http://books.themoneygps.com SUPPORT MY WORK: https://www.patreon.com/themoneygps PAYPAL: https://goo.gl/L6VQg9 OTHER: http://themoneygps.com/donate ————————————————————————————————— MY FAVORITE BOOKS: http://themoneygps.com/books ————————————————————————————————— STEEMIT: https://steemit.com/@themoneygps T-SHIRTS: http://themoneygps.com/store ————————————————————————————————— ℹ️Sources Used in This Video ℹ️ https://goo.gl/UpprQe ————————————————————————————————— #turkey #markets #debt
Views: 43736 The Money GPS
There’s a macro-micro divide in emerging markets. The IMF and BIS are warning against rising corporate debt, yet P/E ratios are soaring. Where does the debt lie, how long can this dichotomy last, and will the ultimate impact be on equities and government balance sheets? These and other key questions are answered by Bhanu Bhaweja, Head of EM Cross Asset Strategy at UBS Investment Bank. The content in this video was relevant on 16th April 2018. Current views may differ. Visit the Transact hub for more videos: http://transact.ft.com
Views: 20 FT Transact
“Exchanges at Goldman Sachs” Podcast – International Goldman Sachs Asset Management CEO Sheila Patel joins us in the studio to discuss key trends facing investors, from where opportunities remain in emerging markets assets to the growth of ESG investing to sovereign wealth funds’ shift towards transparency. “Across the board [with both legacy and new sovereign wealth funds] what you’ve seen go on is an increase in transparency, a realization that the level of concern about their actions or what they might be doing could lead to a potential distrust or a disruption of their activities.” For more episodes of “Exchanges at Goldman Sachs” please visit us at http://www.goldmansachs.com/our-thinking/podcasts/index.html or subscribe on iTunes https://itunes.apple.com/us/podcast/exchanges-at-goldman-sachs/id948913991 This podcast was recorded on August 2, 2018. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by any Goldman Sachs entity. The portfolio risk management process includes an effort to monitor and manage risk but does not imply low risk.
Views: 54118 Goldman Sachs
Capital markets are one of the most fascinating areas of investment banking. Companies need these services when they are about to go public or want to issue debt sold to the public. When a company wants to raise equity, we talk about ECM, standing for Equity Capital Markets, and when it wants to raise debt, we talk about DCM, standing for Debt Capital Markets. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 106230 365 Careers
Carolyn Campbell, Managing Director and Founding Partner of Emerging Capital Partners (ECP), discusses the challenges facing private equity investors that invest in emerging markets. This clip is part of an interview series conducted by the Mayo Center for Asset Management at the University of Virginia’s Darden School of Business. Carolyn's visit was sponsored by the Darden Chapter of the Adam Smith Society.
Views: 99 DardenMBA
Date Recorded: June 17, 2017 Dr. Michael Hasenstab, Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro Templeton Global Macro’s Dr. Michael Hasenstab explains why he believes structural reforms have India potentially positioned for long-lasting growth and breaks down the short- and medium-term outlook for the country. ***To receive further videos and blog posts from Franklin Templeton, subscribe to one of our channels below*** - Subscribe to our blog, Beyond Bulls & Bears at http://us.beyondbullsandbears.com - Follow us on Twitter at http://twitter.com/FTI_US - Follow us on Facebook at http://www.facebook.com/FranklinTempl... Copyright © 2017. Franklin Templeton Investments. All rights reserved.
Views: 782 FranklinTempletonTV
Watch the Lester Morse Distinguished Lecture with Mr. George Magnus, Senior Economic Adviser at UBS Investment Bank, discussing his new book "Uprising: Will Emerging Markets Shape or Shake the World Economy." Film date: Wednesday, February 2, 2011
Views: 555 Foreign Policy Association