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

And I'm like, oh, I'm probably going to sell it at the bottom.

Sure enough, I sold it at the bottom, but I'm still not unhappy with that decision because it's a bit like buying cyclical companies.

You've really, really got to pick the upswing when the markets do rally because it's not like buying the S&P, which does go up and down.

But if you were to look at the charts,

it starts at the bottom on the left-hand side of the chart and steadily works upward to the right-hand side of the chart, which means you make money.

Yeah.

I think the reason why people buy the likes of emerging markets is

is because they have been like China, one of the high growth engines of the world.

Okay.

Not into stock market performance.

Probably a better way to have played that would have been buying Apple, Nike, Estee Lauder.

Summit HQ, LVMH you'll hear a lot of fund managers talking about in my day they'd buy Unilever Okay, so if you want to play on the likes of the emerging markets, you can do it through multinationals.

because they sell into those countries, for example.

Whereas if you were to go in and buy an Indonesian bank, you are taking a lot of risk on board, for example.

That's not to say there aren't good companies in emerging markets.

There are.

Summit HQ- But inevitably you're taking on more sovereign risk more political risk risk of.

Summit HQ- Obviously, the pandemic has proved to be really, really problematic in emerging markets vietnam's had to close down all the manufacturing facilities and you're seeing supply chain problems.

for the likes of Nike.

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