If you want to become a better investor in U.S. 24 billion in resources. The 2012 Morningstar International Manager of the Year notes that investing overseas has made him a far greater U.S. money. He explains why international trading needs a top-down macro view to concentrate on geographies, wedded to a bottom-up strategy when selecting specific shares from within those locations.
India has become his solitary biggest portfolio holding. After spending 20 years as a keep on Russia equities, he said he recently converted bullish. Jain also explains why international corporate bonds are a great tell for related equities. Perhaps most challenging are the adjustments had a need to account for the local factors and politics of each country.
His favorite books are here; the transcript of our conversation is here now. You can stream/download the full conversation, like the podcast extras on Apple iTunes, Bloomberg, Spotify, Google Podcasts, Stitcher, and Overcast. Our earlier podcasts on your favorite pod hosts are available here. This column will not always reflect the opinion of the editorial Bloomberg or board LP and its owners. Barry Ritholtz is a Bloomberg Opinion columnist. He founded Ritholtz Prosperity Management and was the main director and professional of collateral research at FusionIQ, a quantitative research firm.
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