Brian Laung Aoaeh, CFA’s Post

We are living in a world that embodies our Industrial Transformation & Supply Chain Technology investment thesis at REFASHIOND Ventures: The Industrial Transformation Fund: Escalating Geopolitical Tensions & Great Power Competition; The Climate Crisis & Severe Weather; Consumer Behavior & Demographics. Join us. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital

Facts you may not know about my entrepreneur journey as an agro commodities broker! 1️⃣-I started with just a small network and a big vision for connecting global markets. 2️⃣-I overcame countless hurdles, from supply chain disruptions to market volatility. 3️⃣-I found inspiration in the diversity and richness of agricultural landscapes worldwide. 4️⃣-I embraced technology to streamline trading processes and enhance efficiency. 5️⃣-I expanded from local transactions to international trade partnerships, fostering global agricultural exchange. 6️⃣-I learned invaluable lessons in resilience, adaptability, and the art of negotiation. 7️⃣-I celebrated each successful deal as a testament to perseverance and passion for agribusiness. Moral lessons from my story: -Every challenge is an opportunity in disguise. -By staying agile, innovative, and always putting clients' needs first, -We can navigate the dynamic landscape of agricultural trade with confidence. Did you learn anything about me? #AgripreneurJourney #CommoditiesBroker #LessonsLearned

Emerging markets are making big moves in broiler production. Could they disrupt the dominance of the U.S., Brazil, and China by 2025? It’s not just the Big 3 anymore. Southeast Asia and Eastern Europe are stepping up with modernized farms, strategic trade agreements, and growing regional demand. This shift could change the global broiler market faster than anyone expects. Here’s why the competition is heating up: 1️⃣ Southeast Asia (Thailand, Vietnam): Strong trade agreements and regional demand driving rapid growth. 2️⃣ Eastern Europe (Poland, Hungary): Proximity to EU markets and modernized facilities make them serious contenders. 3️⃣ Meanwhile, rising feed costs, disease risks, and regulatory pressures create challenges for the Big 3, opening opportunities for these smaller players to shine. How do you see the broiler market evolving in 2025? Drop your insights in the comments, or tag a colleague who should join the conversation.

Stay ahead of the game as Pimco and GMO refine their playbook for emerging markets, anticipating market turbulence from the Fed's rate cuts. Prepare for potential shake-ups and strategize wisely with expert insights.

Three things Franklin Templeton Emerging Markets Equity has an eye on today: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices. Read more: https://lnkd.in/draeSPmu

Stay ahead of the game as Pimco and GMO refine their playbook for emerging markets, anticipating market turbulence from the Fed's rate cuts. Prepare for potential shake-ups and strategize wisely with expert insights.

In a surprise twist of events, Indian market regulator Securities and Exchange Board of India (Sebi) has served a show cause notice to Adani group’s short-seller Hindenburg Research. Since 2017, US-based Hindenburg has downed over 30 companies, including three Chinese companies listed in the US. But in the case of Hindenburg investigation into India-listed Adani Group, it is the US short seller that is drawing the ire of Sebi. To be fair, authorities have never liked short sellers, especially those in emerging markets. After the start of the Russia-Ukraine conflict, investors started shorting Russian exchange-traded funds, and this led to Russian authorities banning short selling of shares, in addition to an earlier restriction on foreigners exiting local equities. In February 2024, China Securities Regulatory Commission pledged “zero tolerance” against malicious short sellers and said those who flout the law will “lose their shirts and rot in jail”. Are short sellers merely agents of chaos looking to destroy burgeoning markets or are they crucial watchdogs that help free markets determine fair value of assets. To get the details read my article in today's ET Prime. I have some free read links to share. Drop a comment with your email ID below and I will be happy to share.

Three things Franklin Templeton Emerging Markets Equity has an eye on today: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices. Read more: https://lnkd.in/dVQCbge9

One segment of the market that continues to be left behind are emerging markets stocks. Below is the MSCI EM index, which continues to track both the Goldman Sachs Financial Conditions Index and the CRB Raw Industrials index (which is a basket of commodities). It seems like we need easier money and higher commodity prices to get EM to join the new highs parade. But once we strip out Chinese equities, the MSCI EM index is not that far behind the rest of the markets. It goes to show how nuanced emerging markets are as an asset class. 

In 2024, stock markets worldwide display varied performances, with Western indices outperforming emerging markets. The US, particularly the Dow Jones, shows robust growth, while European indices exhibit cautious sentiment. Geopolitical tensions affect emerging markets, though opportunities arise with a weakening US dollar. Despite global challenges, the US remains a growth engine, with China also showing positive economic adjustments. Demand for critical minerals and metals remains high, driven by green technologies. Understand how 2024 is proving to be a much better year than 2023: https://loom.ly/D0_y6o8 #2024Market #2024StockMarket #upwardtrend #Economy #Investment #MineralStocks #Exploration #commodities #globalonemedia