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MI130: Are Emerging Markets Undervalued? w/ James Fletcher

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is Emerging Markets a Better Place to Invest?

In big picture terms, youare right. 85 % of the world's population comes from emerging market. And yet, only five percent of global acid allocation, on average, is in emergi markets. Over the long run, history has shown that these numbers tend to converge and that global acid allocation will tend to follow those trends.

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