MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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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.
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