Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders

Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44 – The Acquirers Podcast

Market views

Bullish

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.

Not investment advice.