Great write up Jonathan. I also agree, as I am also finding great deals abroad. Much of my portfolio now comprises ex-US companies.
I have to say, I personally am quite bullish on Poland, Vietnam, and some specific countries in South/Central America. There seem to be some great deals in those markets, and they are experiencing some major economic tailwinds.
To keep it even simpler, I think one could do worse than simply just buying an EM ETF and letting it ride for a few years...or more.
Jonathan, great write up. You should also take a deeper look at Pampa Energia, Argentinas, the world's second largest shale deposit. Great value play regarding macroeconomic headwinds and actual energy transitions.
The emerging pendulum
Great write up Jonathan. I also agree, as I am also finding great deals abroad. Much of my portfolio now comprises ex-US companies.
I have to say, I personally am quite bullish on Poland, Vietnam, and some specific countries in South/Central America. There seem to be some great deals in those markets, and they are experiencing some major economic tailwinds.
To keep it even simpler, I think one could do worse than simply just buying an EM ETF and letting it ride for a few years...or more.
Jonathan, great write up. You should also take a deeper look at Pampa Energia, Argentinas, the world's second largest shale deposit. Great value play regarding macroeconomic headwinds and actual energy transitions.
Good article to begin with...
https://seekingalpha.com/article/4415739-pampa-energia-bet-on-vaca-muertaplus-300-upside
Maybe you consider Pampa Energia for a deeper dive article....