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Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition

Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition

FromOpto Sessions – Invest in the Next Big Idea


Angus Shillington - How India Seized the Global Spotlight Amidst China's Competition

FromOpto Sessions – Invest in the Next Big Idea

ratings:
Length:
29 minutes
Released:
Sep 21, 2023
Format:
Podcast episode

Description

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of introducing Angus Shillington, Deputy Portfolio Manager for Emerging Markets Strategy at VanEck.Angus delves into India's dynamic demographics, highlighting the impact of a digital revolution and innovative government policies fuelling growth. He explores how India has gained global attention amid competition with China, dissecting reasons for its low visibility in global markets and its potential to become a top-tier stock market. The discussion extends to other emerging markets, including Brazil and Mexico, where structural growth opportunities exist, and Angus shares insights into nearshoring trends and global economic dynamics. Finally, we touch on dollarisation's implications for emerging markets, emphasising the importance of monitoring the evolving role of the US currency.Prior to joining VanEck, Angus worked at ABN AMRO, where he was responsible for equity cash and derivative distribution to North American institutions. Before this role, he held senior positions in research, sales, trading, and portfolio management, focused on the Asian and European markets, for BNP Paribas.Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
Released:
Sep 21, 2023
Format:
Podcast episode

Titles in the series (100)

Stock Market Opportunities: Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Join us to keep on top of where the industry is going next and learn from the industry's sharpest minds.