India Is The Most Promising Emerging Market | Angus Shillington

Bullish:

• $INDIA - Positive outlook on India due to misunderstood and mispriced opportunities.

  • “India is that place, where there's an awful lot of sort of push and pull in terms of understanding of of of returns and risk, and there is a lot of positive going on right now that is just generally misunderstood and mispriced.”

    Angus·12:04
• $INDIAN FINANCIALS - Positive outlook on Indian financial stocks due to their correlation with consumer stocks in developing countries.

  • “Financials are always gonna be a great place to go because broadly speaking, like, financials are consumer stocks. So, in developing countries, there there's always gonna be, a big correlation between those 2.”

    Angus·53:01
• $TAIWAN - Positive outlook on Taiwan, particularly in manufacturing and technology sectors.

  • “Taiwan has always been incredibly interesting.”

    Angus·54:00

  • “Taiwan's become this this sort of vibrant hotbed of of of manufacturer, right, for the rest of the world, some design, but mostly manufacture. And and it has become truly dominant, in that space.”

    Angus·55:00
• $TSMC - Positive outlook on TSMC due to Taiwan's dominance in manufacturing, particularly in the technology sector.

  • “Taiwan's become this this sort of vibrant hotbed of of of manufacturer, right, for the rest of the world, some design, but mostly manufacture. And and it has become truly dominant, in that space.”

    Angus·55:00