Money Talks Podcast: Invest 101 – What you need to know about Asian markets
Looking to invest in Vietnam or Mongolia? Investors in frontier markets could see higher returns – but also greater volatility and risks, says our Money Talks guest.
.jpg?itok=LP2Du2XI "Money Talks Podcast: Invest 101 – What you need to know about Asian markets")
Jump to these key moments:
- 00:30 Hospital charges; going for gold
- 05:47 Investing in China & India
- 11:02 When do emerging markets perform well?
- 13:53 Looking at Japan
- 17:12 The potential of frontier markets
Across Asia, stock markets have seen diverse performances. From frontier markets that offer opportunities, to emerging ones that continue to entice investors and developed markets with steady growth, what should we know before dipping our toes in?
Alex Wolf, Managing Director and Head of Investment Strategy for Asia at J.P. Morgan Private Bank gives us the lay of the land.
Alex Wolf on what affects the performance of emerging markets (EMs):
When you have an environment where the (US) dollar is weakening, global growth is strong, commodity prices are rising … then you have an environment where EMs will do well, at least cyclically.
Alex Wolf on Vietnam’s performance as a frontier market:
Vietnam has been gaining in market share ... an ever-increasing amount of global trade is being produced and exported out of Vietnam. And that shows that they're becoming more efficient (and) productive.
Source: CNA/jj
