EPISODE · Oct 24, 2024 · 34 MIN
There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120
from Investing, Markets & Money · host The Armchair Trader
We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Is this the end of the current high-inflation cycle? 02:41 Crowded house: concentration of trades in the Mag7 stocks 05:08 Opportunities in oversold smallcaps 07:51 US election affecting US stocks 11:42 Emerging Markets getting more interest from investors 17:31 India overheating and red hot IPOs 21:48 Which European Equity sector look strongest? 24:03 Drivers in the Japanese economy 30:07 WisdomTree's view on gold
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There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120
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