With half of 2025 in the rearview mirror, it's been a period in which investors have actively looked for opportunities beyond the United States. That's good news not just for alternatives like Europe, but emerging markets like India and China as well.

Kingsley Williams (Chief Investment Officer of Satrix*) joined The Finance Ghost to talk about the key drivers and opportunities in each of China and India. The discussion also included insights from Ghost's bottoms-up analysis of US-based companies and what those strategies teach us about what is happening elsewhere in the world.

There's a lot more in the markets than just the S&P 500. This podcast will appeal to anyone looking to broaden their horizons and enhance their understanding of global investment opportunities.

This podcast was first published here.

For more information, visit https://satrix.co.za/products

*Satrix is a division of Sanlam Investment Management.

Disclaimer:

Satrix Investments (Pty) Ltd & Satrix Managers (RF) (Pty) Ltd is an authorised financial services provider. The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision. While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. For more information, visit https://satrix.co.za/products