9:30 am – 10:15 am (Central Time)
Income Investing SIG Meeting
Portfolio Review, and Asset Rotation
with Frank Erzinger
For the June AAII Houston Income Investing SIG meeting, Frank will provide us with his update on the market outlook, review the recent performance of the Income Investing SIG portfolio, identify high grading positions, and propose a rotation among the assets held by the portfolio.
10:30 am – noon (Central Time)
Is India the Perfect Emerging Market?
with Kevin Carter, EMQQ Global
While smartphones and ecommerce have become ubiquitous in developed markets, 1.4 billion young consumers in India are only just now beginning to get online. This digital transformation is creating a tremendous growth opportunity for investors looking for exposure to long-term, future-focused growth. India’s thriving economy and favorable demographics are creating a digital golden age, presenting an alternative emerging market exposure to China. The country is on track to be the third-largest economy in the world by the decade’s end according to Morgan Stanley.
You can expect to learn:
- Why investing in emerging markets can be both profitable and provide diversification in your portfolio.
- Why India has the most attraction as an investment in Emerging Markets at this time.
- How Kevin’s ETF (Ticker: INQQ) that focuses on India could be a very good vehicle to take advantage of this opportunity.
Kevin T. Carter is an internationally recognized expert in emerging and frontier markets with over two decades of work alongside longtime Princeton economist and author of A Random Walk Down Wall Street, Dr. Burton Malkiel.
Kevin is the Founder & CIO of EMQQ Global, the creator of three emerging market technology indexes: EMQQ, INQQ & FMQQ, each tracked by ETFs listed on the NYSE.