Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz

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In this podcast, we are joined by Jeremy Schwartz,  the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising markets of Japan and India, and strategies to effectively navigate and hedge risks in these regions.

They also discussed:

  • Japan and India as promising markets, noting their favorable economic fundamentals and significant growth potential.
  • Japan is identified as a strong investment prospect due to the benefits of currency hedging, robust corporate governance, and dividend growth.
  • India stands out with its rapid economic expansion, large population, and pro-business reforms under Prime Minister Modi's leadership.
  • Schwartz emphasizes the importance of currency hedging to mitigate the risks associated with fluctuating foreign currencies, which can significantly impact investment returns.
  • The pivotal role of technology in driving economic growth in India, especially in enhancing financial inclusion and efficiency.
  • Using ETFs like DXJ for Japan and EPI for India to effectively capture growth opportunities while managing associated risks

Resources: WisdomTree

Related: Case for Currency Hedging: Weak Currency Benefits Europe and Japan

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

There are risks involved with investing, including the possible loss of principal.

DXJ Risk information: Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. The Fund focuses its investments in Japan, thereby increasing the impact of events and developments in Japan that can adversely affect performance. Investments in currency involve additional special risks, such as credit risk, interest rate fluctuations, derivative investments which can be volatile and may be less liquid than other securities, and more sensitive to the effect of varied economic conditions. As this Fund can have a high concentration in some issuers, the Fund can be adversely impacted by changes affecting those issuers. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Dividends are not guaranteed, and a company currently paying dividends may cease paying dividends at any time. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

EPI Risk Information: Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. This Fund focuses its investments in India, thereby increasing the impact of events and developments associated with the region which can adversely affect performance. Investments in emerging, offshore or frontier markets such as India are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation and intervention or political developments. As this Fund has a high concentration in some sectors, the Fund can be adversely affected by changes in those sectors. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.