Capital rotation into emerging markets. Why?

[@TheWanderingInvestor]

📌 Join Scott's Telegram channel "Yurta": t.me/+0ksiM5csGTU2NDBl

[@vioreliachim5646]

Ladislas, this topic is exactly what the doctor prescribed! Thank you!

[@TheWanderingInvestor]

Glad it was helpful!

[@jgm3620]

Very interesting. Growth is often in countries we don't expect to talk about. Very good channel, thanks for the quality work

[@stanfield5124]

Fantastic Ladislas! Emerging market explorer :) and excellent on risks of capital control and ways of mitigating same. Thanks AL

[@kippsguitar6539]

Brilliant video, excellent channel deserves my subscription, bravo

[@realsamuelhawley]

Another great video, Ladislas! Interesting to hear yours and Scott’s take on Cambodia.

[@TheWanderingInvestor]

@@realsamuelhawley Thank you Samuel 🙏

[@maratkurbanov4161]

Great interview. Love you both!

[@TheWanderingInvestor]

@@maratkurbanov4161 Thank you Marat 🙏☺️

[@kippsguitar6539]

Spot on about Georgia, I went there a couple of times this year, gorgeous amazing country but so much anger and conflict and on a knight edge

[@b4bmm]

Been a while since you've been to S.E.A. I need to get to Cambodia myself for a look around soon.

[@phantom696]

Thank you Ladislas. I would appreciate it if you would turn on automatic subtitles on your videos.

[@maxf5868]

Great analysis

[@BoltCapital]

playing capital flight from the fact that pristine collateral is being changed from USTs to gold/btc

[@AlessandroS-v8g]

Looking forward to your RE analysis in Cambodia 👍

[@dovygoodguy1296]

Just as I thought, living in Tbilisi is no dream now that the EU forces are stirring up trouble after the election.....

[@dovygoodguy1296]

European expat choices such as Georgia and Romania are going to hell in a hand basket. But folks aren't talking about it.

[@monita9477]

Hi Maurice, new your informative channel. Would be interested to see your views on sustainable (green) investment moreso in the so called 'frontier markets', a term I must say I have gained from your videos. Thanks.

[@TheWanderingInvestor]

Thank you. I’s be very careful with “green investments”. Most are not profitable and just live off subsidies, or are less profitable than “normal” investments. Ideology ≠ good investment

[@monita9477]

​@@TheWanderingInvestorThanks for the comment. Looking forward to your next video.

[@Hus3ein]

Where i can contact?

[@zeytelaloi]

What about Malaysia and Thailand as dumping grounds for an exodus of Chinese money?

[@ellyari]

the chinese invest in real estate. Its why renting is 10x cheaper than buying in big chinese exodus cities like bangkok, kuala lumpur, etc. You can rent for 1/5th to 1/10th the mortgage payment amounts in many of these cities. So essentially you have a massive bubble in those sectors and not much money elsewhere.

[@rasplay5761]

my guess that rich chinias will pump futher Dubai, and less will invest futher in Bangok

[@WolfBoehme]

$VINP am alternative asset manager in Brazil whose shares trade in New York might be worth looking at