ISMS 42: Emerging Markets Are Hurting, but Cheap
My Worst Investment Ever Podcast · Andrew Stotz
July 25, 20247m 14s
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Show Notes
Click here to get the PDF with all charts and graphs
- Introducing emerging markets
- Our FVMR framework
- Fundamentals: Emerging markets are about 20% less profitable
- Valuation: Emerging markets are about 41% cheaper
- Asset class and region/country allocations
Introducing emerging markets
Our FVMR framework
Fundamentals: Emerging markets are about 20% less profitable
Valuation: Emerging markets are about 41% cheaper
- UK: Cheap and high profitability
- Germany and Korea: Cheap and low profitability
- Australia and US: Expensive but high profitability
Asset class and region/country allocations
- This is
not
a
- recommendation
- My next rebalance is in early September
- Everything could change then
- This is
- not
- a
- recommendation
- My next rebalance is in early September
- Everything could change then
Click here to get the PDF with all charts and graphs
Andrew’s books
- How to Start Building Your Wealth Investing in the Stock Market
- My Worst Investment Ever
- 9 Valuation Mistakes and How to Avoid Them
- Transform Your Business with Dr.Deming’s 14 Points
Andrew’s online programs
- Valuation Master Class
- The Become a Better Investor Community
- How to Start Building Your Wealth Investing in the Stock Market
- Finance Made Ridiculously Simple
- FVMR Investing: Quantamental Investing Across the World
- Become a Great Presenter and Increase Your Influence
- Transform Your Business with Dr. Deming’s 14 Points
- Achieve Your Goals