Comment investir sur les marchés émergents !? (Avec Xavier Hovasse gérant de fonds)

👍 Like, comment, and subscribe if this video helps you make your money work for you! https://www.youtube.com/@Lartdelagest... 📲 Our coaching services: https://www.bonnetdoyenconseil.com 📘 And order our book "Build Your Wealth, Even Starting from Scratch": ➡️ Fnac: https://www.fnac.com/a21654182/Jeremy... ➡️ Amazon: https://www.amazon.fr/dp/2036070183 How to invest in emerging markets!? (With Xavier Hovasse, fund manager) While the majority of passive investors blindly concentrate their capital on Western indices, portfolios are subject to a historical concentration risk. To understand how to seek uncorrelated growth, we welcome Xavier Hovasse, a leading fund manager and expert in emerging markets. Far from the clichés about volatility, he shares his on-the-ground analysis of the major opportunities emerging in 2026. The objective is clear: to give you the professional insights needed to integrate emerging markets into your overall strategy and capture the global growth drivers of tomorrow. On the agenda: – Why the MSCI World is missing out on future growth Fundamental reminder: the MSCI World contains 0% emerging markets. Xavier Hovasse explains why ignoring India, Brazil, South Korea, or Taiwan means missing out on global leaders in technology, semiconductors, and the energy transition. – India vs. China: The Dynamics of 2026 This is the major macroeconomic trade-off of the moment. We analyze the shift in capital flows: on one side, India experiencing explosive demographic and structural growth, and on the other, China with historically undervalued valuations. How can you position yourself in these two giants? – Stock Picking vs. Passive Management: The Battle of Private Equity and Inefficient Markets Unlike the highly efficient US markets, emerging markets are rife with market anomalies. Our guest demonstrates why active management and rigorous fundamental analysis are crucial here to avoid pitfalls and outperform traditional indices. – Risk Management: Currencies, Geopolitics, and Volatility Investing in emerging markets requires a well-defined strategy. We transparently address currency risk, the impact of the US Federal Reserve's policies on these economies, and the precautions to take to stabilize your portfolio. How can you effectively invest in emerging markets as an individual? Actively managed funds, specialty ETFs, and choosing the right tax-efficient investment vehicles (securities accounts, Luxembourg life insurance policies): we review practical solutions for integrating a coherent emerging market portfolio, tailored to your risk profile. In this episode, you'll learn how to diversify your assets beyond conventional approaches and adopt the macroeconomic perspective of leading fund managers. ⏱️ EPISODE TIMELINE: 00:00 - Introduction: Should you invest in emerging markets? 01:20 - Introduction by Xavier Hovasse 02:05 - Emerging markets: What exactly are we talking about? 04:15 - Common misconceptions about emerging markets 05:55 - What performance have emerging markets actually delivered? 07:30 - China's Place in Emerging Markets 09:40 - What Are the Real Drivers of Growth? 15:40 - Emerging Markets: An Interesting Source of Diversification? 17:40 - Risks to Be Aware of Before Investing 21:50 - How to Limit the Risks Associated with These Investments? 23:00 - Why Have Emerging Markets Disappointed Some Investors? 24:40 - A Market That Is Becoming Difficult to Ignore? 28:06 - Conclusion: Should You Include Emerging Markets in Your Portfolio?