MI243: Investing In Latin America w/ Ian Bezek
发布时间 2022-12-22 18:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
03:26 - What’s driven the recent strength in many Latin American countries' equity markets?
14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones.
22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?
24:56 - The risks of investing in this market.
31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks.
31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends.
41:02 - How to choose country specific EM ETFs, what to look for.
42:51 - The strength in the US dollar, which companies is it hurting the most and who is benefiting?
49:33 - His thoughts on bank stocks and their resiliency if the economic picture gets worse.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Check out Ian’s writing on: Seeking Alpha.
Related Millennial Investing Episode: Investing in Emerging & Frontier Markets w/ Asha Mehta - MI228.
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