Comments
Transcript
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NDDraznin - great interview. Short, direct, relevant questions. You knew your stuff. You let the interview talk. RVTV - give us more Draznin.
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FPHarvey do you think with this massive russian Hack there will be a similar China–United States trade war with similar sanctions etc. now that Biden will be president. even though trade is minute between russia–United States but they could sanction banks (sperbank) and other companies listed in the USA etc TCS is that Tata consultancy services
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SBWith US stocks so pricey and with a declining USD, i had decided to move some of my portfolio over to EM, including Russia. This interview was therefore priceless for me.
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DTPrivatization in Russia was a rip-off of Russian public instigated by former KGB and Communist party officials that created caste oligarchs that later brought Putler to power. You may make money in Russia but, you may not take it out without Putler’s permission. Before investing in Russia, read more about Hermitage Capital Management and Bill Browder’s story. “Capitalist will sell us the rope we will hang them with”- Lenin.
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PGVery interesting - appreciate the handful of names given which are somewhat accessible to Western retail investors... Perhaps a bit more geopolitical commentary would have been beneficial...seems that the recent Armenian-Azerbaijani conflict came out of nowhere...yet some say it was foreseeable...
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JLThis is SO interesting. A unique and eye-opening perspective on a brilliant hedge fund trading philosophy and strategy. Whoever found this guy should get a raise/bonus! Great job Haley, per usual.
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TS$RSX đź’Şđź’Şđź’Ş
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HVFinally someone said something positive about Russia, otherwise all the us news coverage is so negative.
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ADVery good interview ! Harvey , speaking about the Russian BoP, how do you explain the RIB is si cheap given the robust fundamental situation of Russia. Interest rate cut is of the table for now and even considering the sanctions risk (which is not High considering the last 5 years) , the RUB is still down 17% ytd. Do you expect a recovery soon ?
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RMExcellent interview Haley - really interesting! I will definitely check out Firebird Management and their offerings.
Chapters
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Starting the First Emerging Market Equity Fund
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Investing in Russia
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Political Risk in Emerging Markets
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Investment Strategy in Frontier Markets vs. Emerging Markets
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False Starts
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2021 Emerging Markets Landscape
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Portfolio Repositioning
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Emerging Markets ETFs Skepticism
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Defining a Typical Investor
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Market Efficiency
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Demographic Shift
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The Return of the Retail Investor
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U.S. Equities
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Positions in Gold & Bitcoin
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The Value of Travel