Why Emerging Markets Are a Great Place to Find Value in the Commodities Sector

Get Your Tickets to the 2024 VRIC: https://www.eventbrite.com/e/vancouver-resource-investment-conference-2024-tickets-664703244297

Ladislas Maurice of the Wandering Investor and Scott Osheroff of the AFC Uzbekistan Fund break down the importance of looking beyond your own borders when it comes to commodities and seeking out investment opportunities in emerging markets.

Sign up for Jay Martin's Newsletter: https://jaymartin.substack.com/subscribe

The Wandering Investor: https://thewanderinginvestor.com
Wandering Investor on Youtube: @TheWanderingInvestor
Asia Frontier Capital: https://www.asiafrontiercapital.com
Scott's Email: [email protected]

00:00 Introduction
00:48 Why Invest in Emerging Markets?
03:30 Bullish on These Commodities
07:00 Outlook For Gold and Silver
10:12 Commodities in Emerging Markets
15:33 Challenges Investing in Emerging Markets
18:37 Risk of Sanctions
23:13 Pitfalls and How to Avoid Them
25:52 Importance of Being Boots-on-the-Ground
29:51 Real Estate in Emerging Markets
33:16 Sectors to Watch in Emerging Markets

#commodities #emergingmarkets #investing