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cover of episode The Next Gold Rush: Emerging Markets?

The Next Gold Rush: Emerging Markets?

2025/5/31
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Motley Fool Money
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Jan van Eck
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Jan van Eck: 我认为某些经济领域将越来越受到美国以外因素的影响，例如印度和中国经济可能与美元脱钩。因此，我认为会出现另一种人们愿意储存价值的全球货币，黄金就是其中之一。我观察到，印度正在成为第四个主要消费市场，其增长率和亲商政策使其有望在10年内达到欧洲的规模。我认为印度经济的重要性将日益凸显，投资者现在就可以从中获益。不过，把握时机也很重要，中国政治在十年前发生了重大变化，不再具有股东能获得良好回报的股权文化。因此，我建议关注印度的主导企业，它们通过盈利和再投资来增加账面价值，从而实现股东回报。

Deep Dive

Chapters
This chapter explores long-term trends shaping the market, highlighting the rise of China and India as major economic forces. The discussion emphasizes the importance of considering multi-decade trends over short-term market fluctuations.
  • Rise of China as a major economic power and the creation of a new asset class (emerging markets)
  • Emergence of India as a fourth major consumer market, potentially as large as Europe in 10 years
  • US government spending at historic highs, exceeding tax receipts

Shownotes Transcript

Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:

  • The future of Social Security, de-dollarization, and demand for gold.

  • Opportunities in China, India, and Brazil.

  • What falls into Jan’s “hated things” bucket.

Companies discussed: TSLA, NSE: BHARTIARTL

Host: Ricky Mulvey

Guest: Jan van Eck

Producer: Mary Long

Engineer: Rick Engdahl

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