MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Emerging Market Returns Compared to the US?
Emerging markets has under performed over the past thre to five years relative to developed markets, especially us. But i would say, you know, things operate in cycles. What we are coming up on is a cycle where developed markets have out performed... And partly for good reason. Like developed markets have delivered strong earnings growth and you've seen strong tex cycle,. which has delivered earnings and fundamental growth.
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