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Contenuto fornito da Andrew Stotz. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andrew Stotz o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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ISMS 42: Emerging Markets Are Hurting, but Cheap

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Contenuto fornito da Andrew Stotz. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andrew Stotz o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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


Andrew’s online programs


Connect with Andrew Stotz:


  continue reading

847 episodi

Artwork
iconCondividi
 
Manage episode 430805784 series 2406056
Contenuto fornito da Andrew Stotz. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andrew Stotz o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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


Andrew’s online programs


Connect with Andrew Stotz:


  continue reading

847 episodi

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