Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!
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Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!
Global investors typically focus on broad market benchmarks, potentially missing out on investment opportunities in specific countries. Current trends indicate Japan and India are particularly attractive now. Each country offers unique growth factors and benefits from the global trend towards diversified supply chains.
In this first episode of our two-part podcast series, David Jones, Director of iShares Investment Strategy at BlackRock, and Rohit Gupta, VP and Quantitative Researcher at MSCI will explore the opportunity in single country investing - with a focus on India and Japan.
Tune in to:
• Understand why single country investing is increasingly favored in today’s market and its benefits over traditional indices.
• Explore real-world examples like China and India to grasp how economic differences influence investment decisions and risk management.
• Gain insights into integrating single country perspectives into your portfolio through different strategies, including tactical allocations and thematic investing.
Don’t miss it – hit play now!
BPM Talk
Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!