Danielle Ecuyer

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864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · How to invest in US companies with Danielle Ecuyer · 11 Oct 2021 podcast

Okay, so this is from BCA and I was very privileged to actually be able to see this presentation.

But basically, for those that are listening, people love to talk about emerging markets as being the place to put your money.

I hear it so many times.

I spent eight years of my life broking emerging markets to major funds in the UK.

And whilst I was lucky when I did it at a great time, the charts that are currently up are really interesting because

They show that the economic growth does not necessarily translate into equity returns for the markets.

And if you can visualize, it does the real GDP per capita for Korea, Taiwan, Singapore, versus the US, for example, and the GDP for China and Vietnam.

These are all countries that everybody has global emerging markets have investors have gone to.

You see, if the chart goes more or less from left to right GDP growth happening, but then you look at the long-term share market performance, it's been dreadful.

It's highly cyclical.

It goes up and down.

And basically, they have not one single, according to BCA, emerging market has outperformed the developed markets consistently over the last 40 years.

So the reasons why are things like you don't have the transparency, you do not have the governance, you have major families that control a lot of these companies that are not only always working in the best interests of the stakeholders, but also too, I think we've seen something of sovereign risk that started to emerge with what's going on in China.

Now, I do know a lot of

people and fund managers like to invest in China.

But I think for me, it is, my investing experience there is just a disaster.

I owned an ETF in the USK web, which is quite a well-known one.

And it kind of doubled and silly me thinking, oh, I should really sell that.

Before I knew it, Xi Jinping's cracking down.

on all the major companies and the thing halves overnight.

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