MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
Investing in Corea - The Experienc of Corea
We said before us that global assets are still relatively very under exposed. Stocks were trading a very high multiples, which have subsequently sold off quite a bit. But i would say there is a good number of companies that are undiscovered as well. We bought nice info at 13 times priceis multiple, compared to global peers trading at 30 times spee.
IN THIS EPISODE, YOU’LL LEARN:
- 05:31 - What ESG investing is, and why it’s a focus of James’ fund.
- 19:09 - Whether ESG investing enhances, or hinders long-term returns.
- 21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
- 26:14 - What emerging markets James’ fund invests in.
- 42:13 - How James thinks about the role of cash in a portfolio.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Check out Ethos Investment Management.
- Check out Young Investors Society.
- Related Episode: MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher.
- Related Episode: MI103: China, Emerging & Frontier Markets w/ Kevin Carter.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with James: Website | LinkedIn
Connect with Clay: Twitter
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