In this discussion with Andy Millette on Natural Resource Stocks, I examine investing in East Asia, China’s property market, BRICS, India’s role in the changing world order, and opportunities in junior mining.

East Asia remains, in my view, the most attractive region in the world because of its discipline, productivity, social cohesion, and capacity for execution. This stands in sharp contrast to much of the Third World, where weak institutions, disorder, and cultural dysfunction continue to undermine economic potential.

We also discuss junior miners and how investors can think about value, risk, and opportunity in the resource sector.

Watch the full discussion below:

Key Takeaways

• Why East Asia remains one of the world’s best investment regions
• What China’s property market reveals about its economic transition
• The significance and limitations of BRICS
• India’s role in the changing global order
• Opportunities and risks in junior mining stocks