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12 results for “asia markets”
Concept8 mentions across episodes
Asia
Topic3 mentions across episodes
Asia
...Asian markets that can actually step up and compensate, or is this going to be a real struggle? Or is there anything else on your mind about China that you think our investors and our audience should know about? First, I think there's a lot of exciti
21:02 / 22:21
from transcript21:02 – 22:21
...during the Asian financial crisis, but there's still it is the one region that is almost acyclical to the rest of the world, has a workforce growing at scale, a tremendous amount of innovation.
21:49 / 22:56
from transcript21:49 – 22:56
...Asian business. And when you look at the population, the savings rate, and what it will be ten years from now, I think it is incredibly important that we do extremely well in Asia. And so we have offices in Japan, Hong Kong, Singapore, Taiwan, Austra
32:59 / 33:59
from transcript32:59 – 33:59
...markets around the world, 90% of that money went to Asia, of which 90% went to China. This concentration, 81% of all private investing money in emerging markets flowed to one country for year after year after year. That is no longer the case, and it
1:06:00 / 1:07:01
from transcript1:06:00 – 1:07:01
...markets, and there's generally a really pessimistic view. I think that's really positive, and that's because I think people think this trade war between China and The US is somehow going to be negative for emerging markets, that rewiring of supply ch
41:10 / 42:19
from transcript41:10 – 42:19
...and Asian businesses? The the reality is the culture here is one that needs tremendous humility but tremendous hunger all at the same time. Our leadership culture is based on four h, right, of hunger, of humility, of honor, and heart. Right? Hunger l
23:16 / 24:18
from transcript23:16 – 24:18
...markets today and you say, gee, I would love to have a five or 10% allocation there. But, gosh, how do I do it? Is equities has these flaws, fixed income has these issues. The answer is this horizontal approach, which we did in our hedge fund strateg
39:40 / 40:45
from transcript39:40 – 40:45
...in Asia just as globally as politics change. Like, you saw what happened in Japan, and for the first time, Japan's probably gonna become a military power at some point in the future again. And, you know, that has all kinds of implications. I think th
1:08:14 / 1:09:16
from transcript1:08:14 – 1:09:16
...markets, you know, we haven't really touched on, Africa and India. And I know in the book you wrote a fair amount about applying the constraints based framework to your prognosis for India. Why don't you walk through some of your thoughts on India? I
44:14 / 45:22
from transcript44:14 – 45:22
...markets appear cheaper than The US, but contend with structural inefficiencies, political instability, and sluggish innovation. Broad exposure remains hard to justify outside of select markets like Japan. Emerging market equities offer compelling val
2:18 / 3:21
from transcript2:18 – 3:21
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