Power Your Advice
Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.
In this podcast, we are joined by Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strategies to effectively navigate and hedge risks in these regions.
They also discussed:
- Japan and India as promising markets, noting their favorable economic fundamentals and significant growth potential.
- Japan is identified as a strong investment prospect due to the benefits of currency hedging, robust corporate governance, and dividend growth.
- India stands out with its rapid economic expansion, large population, and pro-business reforms under Prime Minister Modi’s leadership.
- Schwartz emphasizes the importance of currency hedging to mitigate the risks associated with fluctuating foreign currencies, which can significantly impact investment returns.
- The pivotal role of technology in driving economic growth in India, especially in enhancing financial inclusion and efficiency.
- Using ETFs like DXJ for Japan and EPI for India to effectively capture growth opportunities while managing associated risks
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