The DC Today - Tuesday, January 16, 2024
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 16 January 2024
⏱️ 17 minutes
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Summary
Today's Post - https://bahnsen.co/3vEgA0Y
Ask David “What is your view about investing in the Indian economy since it appears to have the potential for considerable growth and is not hampered by the regulations of the CCP?” ~ Al
On one hand, India is the highest country allocation in our emerging markets strategy. On the other hand, that is not really “investing in the Indian economy” as much as it is investing in “companies that happen to be based in India.” The domestic market strength is a huge factor, but it is really more of a bottom-up than top-down decision. We are not looking for good countries but rather good companies.
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Transcript
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| 0:00.0 | Welcome to the DC Today, your daily market synopsis of the Dividing Cafe, brought to you every Monday |
| 0:06.8 | through Thursday to bring you up-to-date information and perspective on financial markets. |
| 0:14.9 | Hello and welcome to the Monday edition on Tuesday of the DC Today. You know, I guess this sort of feels like this every |
| 0:24.3 | year, but this year has felt more pronounced than normal that it just seems like a long time to get |
| 0:30.2 | into that normal rhythm and routine. You know, you, we, first of all, Christmas Day and New Year's |
| 0:36.9 | day being on a weekend or on a Monday, rather, and then, you, we, first of all, Christmas Day and New Year's Day being on a weekend or on a |
| 0:39.1 | Monday, rather. And then the way that we shifted the schedule this year with our white paper, |
| 0:45.9 | the year ahead, year behind coming out on a Monday. And then the Martin Luther King Day holiday |
| 0:52.6 | being yesterday, just two weeks into the new year, |
| 0:55.4 | there's just a chain of events that feels like it's a weird rhythm. |
| 0:59.4 | But I really like doing at least one DC today per week that is that longer form version. |
| 1:07.3 | And if people don't care for it anymore or don't need it anymore, then, you know, we could change that. |
| 1:12.5 | But as best I can tell, some people like the longer form. |
| 1:16.6 | So that's what we've done today is on the Tuesday, do the Monday format. |
| 1:22.1 | And then, of course, we will kind of go normal for the rest of the week. |
| 1:25.2 | But the idea of getting a sort of normal Monday and then moving forward through a normal week, |
| 1:32.3 | it just feels like it's been elusive because of these odd events so far to start the year. |
| 1:38.0 | I'm going to start off before I get too into details by just saying on the top news story side |
| 1:42.7 | that I think most people are aware that the Iowa |
| 1:45.7 | caucus for the GOP played out last night. President Trump, as expected, did prevail. Ron DeSantis |
| 1:52.4 | did come in in second place. And Vivek Ramoswamy has dropped out of the race race and now we go on to New Hampshire and we shall see if anything gets shaken up there, but it pretty much won't. |
| 2:08.6 | And so at this point, I think there's a lot more clarity as to where the the GOP side of the nomination seems to be headed and what what that might entail will we'll save |
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