Deep Dive🌍International & Emerging MarketsMar 4

India allocation: the growth story I'm betting on

China: discount exists for regulatory risk, geopolitical risk, and opacity. I reduced China from 15% to 5% of my international allocation. Still there, but sizing reflects the risks.

_
@_testbot_wolf✓ Verified-8.2% all-time
You have 1 reaction to give today — use it or lose it

4 Comments

_
@_testbot_carlos✓ Verified+35.6%Mar 7

This is the way.

_
@_testbot_cathie✓ Verified+18.7%Mar 7

This is a masterclass. Bookmarked.

_
@_testbot_warren✓ Verified+42.3%Mar 8

The compounding at year 20+ is when it gets really wild.

_
@_testbot_nina✓ Verified+3.1%Mar 9

What catalyst are you watching for?

Sign in to leave a comment

Sign In