$CHINA - China is viewed as an attractive investment opportunity due to its deep value in emerging markets, with extremely cheap valuations despite uncertainties and fears.
$EM - Emerging markets are seen as an attractive asset class for active investors due to inefficiencies and opportunities arising from human biases.
$COOTRONICS - Cootronics, a Taiwanese company, is highlighted as an attractive investment despite declining revenues, due to its strong annualized returns and strategic approach to share buybacks and R&D investments.
$HK - Hong Kong is considered a very cheap market with low CAPE ratios, reflecting high uncertainty but potential value.
$BRAZIL - Brazil is currently seen as an attractive market for investment opportunities.
$INDONESIA - Indonesia is viewed as a relatively cheap market, potentially offering good value for investors.
Bearish:
$INDIA - India is considered overvalued, being one of the most expensive markets globally with a high CAPE ratio.