MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Emerging Markets
The opportunity set is very similar to how the portfolio, how i've invested in the past, which is we're bollish about emerging markets. We think there's a long term structural growth in countries that are developing. There have been more unicorns created in china over the past ten years than have been created in the us. The brand value of the top hundred brands in the world, the highest growth has been from china, rather than the us.
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