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The Acquirers Podcast

Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

Jan 1, 2024
The podcast discusses emerging markets and the potential for deep value investing. They explore the relationship between valuation and growth prospects, focusing on the cheapest quintile of the market. The importance of identifying insiders in the Chinese investment market is emphasized, along with understanding information asymmetries. They explain type one and type two errors in investing and highlight the importance of being proficient in English for investment analysis. They discuss different investing strategies, including transitioning to quality businesses.
01:03:08

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Quick takeaways

  • Emerging markets offer attractive opportunities for value investing due to inefficiencies and low valuations.
  • Investors should focus on reducing type one errors to increase the probability of successful investments.

Deep dives

Understanding emerging markets and deep value investing

Emerging markets and deep value investing provide a unique opportunity set for investors. Despite the challenges and uncertainties associated with emerging markets, the potential for low valuations and compelling opportunities exists. The lack of competition, less readable accounts, and limited access to reports create inefficiencies in the market, making it an attractive place for value investing. There has been a recent underperformance in emerging markets and value investing, but the next 10 years may present different opportunities. It is important for investors to focus on valuations, conduct thorough research, and understand the risks involved in order to capitalize on these opportunities.

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