Monsoon – An Emerging Markets Narrative

Featuring Raoul Pal, Grant Williams

Raoul Pal and Grant Williams present the Monsoon, an emerging market narrative that details opportunities in the demographics and advancements in many Indo-Pacific and African nations that mirror the original Spice Routes.

Published on
15 July, 2015
Topic
Emerging markets, Global Investment, Frontier Markets
Duration
55 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
21

Comments

  • TS

    Todd S.

    11 10 2017 01:44

    1       0

    Excellent

  • AC

    Andrew C.

    20 12 2016 04:34

    1       1

    Question: 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.

  • AC

    Andrew C.

    20 12 2016 04:32

    2       0

    Question: Why isn't it "well-known" that H

  • WA

    WAYNE A.

    18 12 2016 22:41

    0       0

    when you get involved with Altrgris?

  • AH

    Aaron H.

    18 12 2016 14:27

    0       2

    Insightful primer on macro EM. A nice way to start my Sunday morning.

  • RR

    Raj R.

    17 12 2016 23:37

    3       0

    I 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

  • T~

    Tshort63 ~.

    17 12 2016 01:39

    3       0

    Excellent 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.

  • GG

    George G.

    16 12 2016 15:36

    2       0

    Just 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

  • TB

    Thomas B.

    16 12 2016 09:24

    3       0

    Great - I am just wondering: this is from an investment conference in 2015?? (A sign in front of Grant states this)

  • GS

    Greg S.

    16 12 2016 04:05

    1       0

    Ties in well with the last Jim Rodgers interview.

  • SS

    Stephen S.

    16 12 2016 01:54

    0       1

    Great! Thanks.

  • Sv

    Sid v.

    15 12 2016 23:03

    0       1

    excellent. Thank you.

  • GS

    Georgi S.

    28 6 2016 07:42

    0       0

    Around 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!

  • TM

    Taylor M.

    14 2 2016 05:15

    1       0

    Curious why countries like Vietnam and Philippines were left out.

  • AM

    Andreas M.

    25 10 2015 21:27

    2       0

    This 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.

  • PJ

    Paul J.

    8 8 2015 14:36

    1       0

    This talk is why people should subscribe....Excellent!

  • KS

    Kashyap S.

    5 8 2015 05:07

    1       0

    As 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.

  • KS

    Kashyap S.

    5 8 2015 05:05

    1       0

    I'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.

  • cg

    christian g.

    22 7 2015 01:17

    2       0

    Great Presentation. Despite managing a Value MENA Fund from UAE, I know look at the region differently. Simple & brilliant!

  • IK

    Ian K.

    20 7 2015 04:39

    5       1

    Some India stocks may be good investments, but for private FDI the country is unfortunately a huge pothole.

  • SG

    Sebastian G.

    19 7 2015 17:53

    3       0

    Excellent stuff. Best video so far! Please keep it up.

  • RB

    Roy B.

    17 7 2015 21:07

    6       0

    Incredibly 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.

  • NS

    Nico S.

    16 7 2015 23:02

    2       0

    It'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!

  • AE

    Alex E.

    16 7 2015 19:24

    0       0

    Totally agree with investment thesis, however, Baby Boomers will start dieing off soon. One third of world population disappearing will crimp investment picture for awhile.

  • AK

    Adam K.

    16 7 2015 17:50

    3       1

    Wow. Just.....wow.

  • BL

    Bruce L.

    16 7 2015 17:48

    4       0

    Outstanding. 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.

  • cr

    chris r.

    16 7 2015 15:17

    5       1

    Great video, Love the education. Thank you

  • CP

    Charles P.

    16 7 2015 13:37

    4       1

    In keeping with this excellent analysis, I recommend Robert Kaplan's very fine book, "Monsoon". This book develops the political, security, economic issues.

  • DH

    Dale H.

    16 7 2015 12:14

    6       0

    Thank you. Great information. Appreciate you sharing. Updates would be good too.

  • TF

    Tom F.

    16 7 2015 08:11

    13       0

    Brilliant, 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!

  • TJ

    Terry J.

    15 7 2015 18:05

    12       0

    Fantastic Macro Vision. So many potential opportunities highlighted including Iran and Ethiopia which could be huge winners

  • jS

    jurgen S.

    15 7 2015 17:54

    11       0

    Thanks guys so many of your videos challenge the status quo. This is no exception. Really enjoyed it!

  • EL

    Elizabeth L.

    15 7 2015 17:46

    12       0

    Fabulous. Thank you for sharing your SIC presentation. What a great surprise for us.

  • db

    don b.

    15 7 2015 16:53

    50       0

    This 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.