MoneyTalk

 

How To Invest In Emerging Markets

05 November 2012
In this week’s episode:

David Kuo chats with emerging market specialist Jerome Booth from Ashmore Group (LSE: ASHM). They look at quantitative easing from the perspective of consumers in emerging markets and also from the perspective of financial repression in the West. They consider whether there is any truth in the assertion that the creation of fresh money in the West is ending up as hot money in emerging market assets. They also look at whether emerging markets are inherently risky. A transcript of this podcast is available here and here.

 

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David Kuo and Jerome Booth
David Kuo and Jerome Booth

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Comments

The opinions expressed here are those of the individual writers and are not representative of The Motley Fool. If you spot any comments that are unsuitable hit the flag to alert our moderators.

AndyThailand 05 Nov 2012 , 3:01pm

A fine and interesting discussion/exposition of complex macro-economic matters. One to save on the links tool bar to read over and over again - it's a bit like trying to keep up with the plot in Mission Impossible 1!

Please, MF - can we have a transcript? (There were rather a lot of "by-the-way...." tangential sorties which my tiny brain failed to keep up with.)

Mr Booth might have been a worthy successor to the BBC's Stephanie Flanders.... except he's nowhere near as sexy!

TMFSamR 05 Nov 2012 , 3:37pm

Hi Andy,

Transcript is on its way! :-)

rober00 05 Nov 2012 , 4:50pm

Could not agree more!! Great piece, much food for thought.

cjtt83 05 Nov 2012 , 6:38pm

Great article and i wonder if i could ask for a little more help! I have some money i got from the sale of a business and plan to live from the income to travel so exposing myself to the world and emerging markets is something i definately need to do. I have put some money in UK companies with exposure to emerging markets and have some direct exposure through a couple of emerging market funds. Not wanting to put all money in equities i would like to have my 'safer money' returning a decent income but have it in emerging markets earning a fixed income - whats the best way to do this and where should i look? I think this would be better then having it in sterling

Thanks for your help!

AndyThailand 06 Nov 2012 , 1:47pm

Thanks, MF, for the transcripts. I will now download them and try and highlight the main points etc to get my head around them.

It feels a bit like getting ready to eat a whole rhino!

TMFDragon 08 Nov 2012 , 9:20am

Good morning Fools, or as we say here in Singapopre, Selamat Pagi

If you enjoyed the podcast with Jerome Booth, then have I got a treat for you -- especially if you are interested in shares with strong Asia Pacifc exposure.

I will be chatting with one of the best fund managers in the Asia Pacific region who I like to call the Neil Woodford of Singapore. I will find out why he buys what he buys and why he holds his investments for the very long term.

I would love to hear who you think he might be!

There are no prizes for the right guesses but I will be giving away prizes in the podcast itself. So please stay tuned.

Foolish regards

David

Needabiggerboat 12 Nov 2012 , 5:38am

I'm new to the fool this week but have listened to Your podcasts over the last year David. This reminds me a bit of an interview you did with Lars Tvede. I subsequently read his book Supertrends last Christmas. On the back of that i piled into a lot of Asian Reits. They are the shining lights in my portfolio. (and pretty much the only things shining in there outside of National Grid)

I think this man makes total sense and i try to keep the bulk of my cash in asian currencies just in case but it is very hard to get good commentary on the lesser known asian stocks In English.

I'm very interested to hear what your man says in Singapore.
I wonder if he'll mention any of my Reits. Lippomalls? K-reit?

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About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

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About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.