MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Regulatory Risk in China?
Small midcap has two analysts covering our universe, compared to five times for emerging market large cap. And so you're just competing in a space that's much less competitive, much less watched over and i would argue, as a result, much more inefficient. Now, you mentioned china and how some of those companies have been beaten down. Are there any noteworthy things developing in china that have caught your attention, or could you expand on some of the head winds some of these companies are facing?
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