Hey monkeys
For those with investment horizons >7 yrs, would investing in emerging market equity indexes be a good bet? These countries, from pure demographics alone will be exploding over the next 15 ish years , so for those new to the industry and looking to lock up their $$$ for some time doesn't this make sense?
Potential upside seems to outweigh liquidity risk, currency, political risk etc. Thoughts?
| +152 | How to stop feeling like shit for not making it in IB? | 57 | 4h | |
| +115 | If Tik Tok is forced to sell, what banks do you think would be involved in the deal? | 58 | 3h | |
| +80 | Updated LA Banking Scene (2024) | 57 | 4h | |
| +38 | Ranking banks that went under | 20 | 11h | |
| +34 | Burnt Out M&A ASO | 18 | 9h | |
| +32 | A strategy for SA applicants late to the game like myself | 15 | 15h | |
| +30 | Relevance of A-Levels for U.K. London recruiting | 21 | 23h | |
| +26 | Series 79 Help / Tips to Pass The First Attempt | 11 | 2d | |
| +26 | Intern Ettiquette | 4 | 19h | |
| +23 | What are hours like at BBs in London? | 47 | 17h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Errr, EM right now is volatile as fuck. Are you trying to just buy and hold or will actively manage your positions?
Buy and hold for min 7 yrs, slowly add to position
Check out Indonesia, there's an ETF IDX which tracks their economy. Solid growth driven by internal consumption. Conservative banking sector
Haha, I had a similar mentality, wanted some more exposure to EM in my portfolio. I ended up snapping up a mutual fund and Citigroup.
In my opinion, Citi is one of the best vehicles for those looking for exposure to EM. Citi's profits are increasingly being driven by growth in Asia, which accounts for over 40% of their profits. The middle class in Asia is growing fast and will result in much higher consumption in the coming years. Citi is the well poised to exploit this trend as the largest global consumer bank in Asia.
Not to mention Citi is severely undervalued. Trading at half book value yet they are rapidly unwinding their riskiest assets.
Dolorem dolor ipsa voluptas sunt. Ea nobis quidem sunt veritatis consequatur dolorem non. Vero ut nihil rem ea.
Et repudiandae et non qui sed. Aliquam ex omnis nostrum accusantium soluta. Ipsum minus temporibus ut non dolor qui. Et eos totam ipsum neque maxime.
Accusamus ipsa laborum explicabo minima quia eum. Nobis neque est sint velit. Dolor numquam consectetur eum ea.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...