MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Emerging Markets - Is There a Cycle of Markets?
We're generally diversified across emerging market so we have ina solid exposure in china, india, brazil. The largest country weight currently is actually tian. I find access to great china exposure through tan listed businesses. Tian tends to have better governments, a higher dividends, pay or ratios,. more independently owned and trading at better valuations. So i own businesses that make 70, 80 % of their profits from China. Are there any emerging markets in particular you've put a lot of focus on with the launch of ethos?
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