What podcasts say about Vera German

Every statement, with the speaker, the exact quote and the moment it was said.

What Vera German has said on podcasts

18 statements · 8 positive · 5 negative · 1 mixed · 4 neutral

on Emerging-market index drawdownsNegativeNov 9, 2026· Merryn Talks Money
Concentrated emerging-market index drawdowns have become progressively larger.
“those drawdowns become larger and larger and larger”
Listen at 10:14
Open the episode · The Emerging Markets Everyone Else Is Missing
on AI-driven emerging-market sentiment swingsNegativeNov 9, 2026· Merryn Talks Money
Current AI-driven emerging-market sentiment swings are unlikely to be sustainable.
“we don't believe they're particularly sustainable”
Listen at 10:41
Open the episode · The Emerging Markets Everyone Else Is Missing
on TSMC, SK Hynix, and SamsungNegativeNov 9, 2026· Merryn Talks Money
Asian semiconductor stocks correlate more with US semiconductors than domestic emerging-market assets.
“TSMC and Hynix and Samsung are much more closely correlated in performance to Micron and Broadcom and all the big US semiconductor names than they are to their own domestic banks or to any other EM assets.”
Listen at 11:19
Open the episode · The Emerging Markets Everyone Else Is Missing
on MSCINegativeNov 9, 2026· Merryn Talks Money
MSCI EM currently does not provide broad diversification or exposure to underlying EM drivers.
“That is not at all what you get today with MSCI EM.”
Listen at 12:08
Open the episode · The Emerging Markets Everyone Else Is Missing
on Korea and Taiwan classificationPositiveNov 9, 2026· Merryn Talks Money
Korea and Taiwan should remain classified as emerging markets.
“I think those risks justify them remaining emerging.”
Listen at 12:43
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanPositiveNov 9, 2026· Merryn Talks Money
Neuberger considers every asset potentially investable at a sufficiently low price.
“no asset is uninvestable for us”
Listen at 22:00
Open the episode · The Emerging Markets Everyone Else Is Missing
on Value investingNegativeNov 9, 2026· Merryn Talks Money
Value investors inevitably make investment mistakes.
“you have to be ready that you will get things wrong”
Listen at 23:17
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanNeutralNov 9, 2026· Merryn Talks Money
Neuberger typically holds stocks for three to five years.
“We hold stocks for 3 to 5 years”
Listen at 28:42
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanNeutralNov 9, 2026· Merryn Talks Money
Neuberger does not trade based on macroeconomic conditions or elections.
“we never trade on macro or on elections”
Listen at 29:24
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market cyclicals and staplesMixedNov 9, 2026· Merryn Talks Money
Emerging-market cyclicals are currently expensive while staples are cheap.
“we today find ourselves in a situation where cyclicals are expensive and staples are cheap”
Listen at 35:44
Open the episode · The Emerging Markets Everyone Else Is Missing
on ChinaPositiveNov 9, 2026· Merryn Talks Money
China’s slowing economy does not make it uninvestable; investors should adjust models.
“Doesn't mean it's uninvestable, just means you have to adjust your numbers in your models.”
Listen at 40:25
Open the episode · The Emerging Markets Everyone Else Is Missing
on Chinese technologyPositiveNov 9, 2026· Merryn Talks Money
Chinese technology is currently an attractive investment area.
“we think that Chinese tech is a very interesting space today”
Listen at 42:53
Open the episode · The Emerging Markets Everyone Else Is Missing
on Alibaba and TencentPositiveNov 9, 2026· Merryn Talks Money
Alibaba and Tencent improved free cash flow and adopted dividends and buybacks.
“free cash flow generation as a result has improved, and they have instituted shareholder-friendly policies in terms of dividends and buybacks.”
Listen at 44:55
Open the episode · The Emerging Markets Everyone Else Is Missing
on Frontier marketsPositiveNov 9, 2026· Merryn Talks Money
Frontier markets trade at roughly a 23–24% discount to headline emerging markets.
“It trades on index level at about 23 or 24% discount to headline EM”
Listen at 49:28
Open the episode · The Emerging Markets Everyone Else Is Missing
on Vietnam classificationPositiveNov 9, 2026· Merryn Talks Money
Vietnam will probably be reclassified as an emerging market in 2027.
“Vietnam is gearing up to be reclassified into EM. That is possibly, probably going to happen in 2027.”
Listen at 50:29
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanPositiveNov 9, 2026· Merryn Talks Money
Neuberger’s portfolio currently allocates almost 10% to frontier markets.
“today the portfolio has almost 10% in frontier”
Listen at 50:48
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market asset valuationsNeutralNov 9, 2026· Merryn Talks Money
Today’s cheap emerging-market assets probably will differ from five years’ cheap assets.
“the things that are cheap today probably will not be the same things that will be cheap in 5 years' time”
Listen at 54:13
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market market leadershipNeutralNov 9, 2026· Merryn Talks Money
Emerging-market market leadership changes continually.
“that leadership of the market changes all the time”
Listen at 54:46
Open the episode · The Emerging Markets Everyone Else Is Missing

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.