{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"The Great Rotation: Why Global Stocks Are Beating the U.S.","html":"","width":"100%","height":180,"duration":3518,"description":"For years, U.S. markets felt unstoppable. Now the script is flipping.On this episode of In the Money with Amber Kanwar, Matthew Strauss, SVP, Portfolio Manager & Lead – Global Equities at CI Global Asset Management, makes the case for rotating into global and emerging market equities. After years of American dominance, Matthew argues that stretched U.S. valuations, crowded positioning, and a shifting growth differential are finally pushing investors to look abroad.Matthew, who has been investing in emerging markets since the 1990s, breaks down how the asset class has matured — from serial crises to more disciplined fiscal policy, freer-floating currencies, and stronger domestic growth engines. He explains why today’s emerging markets are no longer just export stories, why China, Taiwan, South Korea and India now dominate the field, and why widening economic growth differentials could support another year — or even two — of international outperformance.In the Mailbag, we globe-trot through investor questions on India where Matthew remains constructive long term but cautious near term given valuations and slowing flows. We discuss MercadoLibre (MELI) and rising competition from Amazon (AMZN) and Sea Limited (SE), why he exited Pop Mart (9992.HK) after peak Labubu growth, the activist push at Japanese toilet-maker Toto and what that says about the Japanese market (5332.T), and whether luxury giant LVMH (MC.PA) needs a stronger Chinese consumer before becoming attractive again.In Pro Picks, Matthew shares three high-conviction international ideas. First, Samsung Electronics (005930.KS), where he sees upside from high-bandwidth memory (HBM4) tied to the AI build-out despite lingering execution risks. Second, Alibaba (BABA), which he believes is evolving from a pure e-commerce story into a full-stack AI cloud infrastructure player in China. And third, Vista Energy (VIST), a fast-growing Argentine shale producer with improving well productivity, low break-even costs...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}