Comments
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MBAwesome! Did thesis on Iran change? I noticed this was filmed in 2015 - pre-Trump and ,I’m guessing, includes assumption of US sponsored deal and removal of sanctions. Any update on this please?
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SgGrant references an economic paper at the beginning of the presentation. Does anyone know the paper title or writer?
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GPPls do a update for long term investment for retail folks when we come out other side of current bear market.
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MSLoved it, would be interesting to have a follow up conversation now four years later, see if they are still interested in the same countries I.e. Iran with Trump being president.. Could be interesting
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TSExcellent
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ACQuestion: Why isn't it "well-known" that "H and M" and others are buying clothes from Ethiopia? Seems weird in a Peter Lynch Investment type of way. Also I s there a middleman in there somewhere? Might he be a target for our investing funds, 'cos his mark-up must be outsized.
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ACQuestion: Why isn't it "well-known" that H
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WAwhen you get involved with Altrgris?
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AHInsightful primer on macro EM. A nice way to start my Sunday morning.
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RRI wouldn't be surprised if the U.S. Opens up its borders for more immigrants to solve this demographic problem. India and other parts of Asia have a very educated pool of youngsters. Maybe that is wha
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TSExcellent discussion and mind expanding. I'm not sure I could find arational reason to put thumbs down as the presentation was purely educational and stats driven with hypothesis. A great introduction to what may well be the next driver of the global economy.
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GGJust when I think I have a grasp on the world economies along comes RV to really open my eyes...WoW.... Be interesting to see the reaction of the western world should they hear Raoul's opinion on Iran
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TBGreat - I am just wondering: this is from an investment conference in 2015?? (A sign in front of Grant states this)
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GSTies in well with the last Jim Rodgers interview.
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SSGreat! Thanks.
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Svexcellent. Thank you.
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GSAround 18 min 30s there is a mistake on the population calculation for MENA Sub-S Africa and India. It says 996 Mil, when the correct number should be 1296 Mil. Either way, a great presentation!
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TMCurious why countries like Vietnam and Philippines were left out.
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AMThis was an utterly brilliant talk. Due to the debt/demographics crisis my view of the world was pretty much doom & gloom. The opportunities you pointed out give me some much needed positive outlook.
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PJThis talk is why people should subscribe....Excellent!
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KSAs for India, two factors to watch out for: the end of the Information Technology services boom that has caused this economic growth and the currency risk not captured by the daily volatility.
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KSI've been keeping my eye on the iShares UAE ETF for some time with a view to investing in Iran. This presentation made me delve deeper into other such exciting opportunities, chiefly Ethiopia.
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cgGreat Presentation. Despite managing a Value MENA Fund from UAE, I know look at the region differently. Simple & brilliant!
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IKSome India stocks may be good investments, but for private FDI the country is unfortunately a huge pothole.
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SGExcellent stuff. Best video so far! Please keep it up.
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RBIncredibly well done. And here I sit in Philadelphia - old, broke and dead in the water. Good to know these oppties exist a mere mouse-click away.
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NSIt's all about the demographics, the demographics, the demographics... Sorry, that is a song isn't it (if you have teenagers you will get it)... Great thought process - means a great deal!
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AETotally agree with investment thesis, however, Baby Boomers will start dieing off soon. One third of world population disappearing will crimp investment picture for awhile.
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AKWow. Just.....wow.
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BLOutstanding. Felt this way about India 2003 and went over there to build prop trading firm, too soon because of legal blocks and under capitalized but great opportunity. Thanks for this info.
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crGreat video, Love the education. Thank you
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CPIn keeping with this excellent analysis, I recommend Robert Kaplan's very fine book, "Monsoon". This book develops the political, security, economic issues.
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DHThank you. Great information. Appreciate you sharing. Updates would be good too.
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TFBrilliant, original and forward looking analysis of a part of the world that we hear nothing about in mainstream media. Excellent work guys thanks for sharing your ideas!
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TJFantastic Macro Vision. So many potential opportunities highlighted including Iran and Ethiopia which could be huge winners
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jSThanks guys so many of your videos challenge the status quo. This is no exception. Really enjoyed it!
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ELFabulous. Thank you for sharing your SIC presentation. What a great surprise for us.
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dbThis is the kind of "out of the box" analysis that makes Real Vision TV different. This is a theme that a young person can buy into (DCA) to accumulate real wealth without being a master trader.