Thursday , August 13 2020
Home / FT Alphaville / The fool’s gold of emerging market valuations

The fool’s gold of emerging market valuations

Summary:
Lawrence Hamtil is an investment advisor at Fortune Financial Advisors in Overland Park, KS. He writes frequently about investing topics on the firm’s blog. His research and commentary have been cited in several major financial publications. The information provided in this publication is for general information only, and is not intended to provide specific recommendations.For many years now, the value investors at Grantham, Mayo, and van Otterloo (also known as GMO) have been bullish on emerging market equities. Jeremy Grantham, the firm’s chief investment strategist, famously suggested that a hypothetical fund manager for Joseph Stalin would stand his best chance of not being shot for poor results by investing substantial capital in EM.“Be as brave as you can on the EM front,” he said.

Topics:
FT Alphaville considers the following as important:

This could be interesting, too:

Menzie Chinn writes ALEC-Laffer State Competitiveness Index (13th Edition) Is Out!

[email protected] (Michael Ward) writes Negotiating with Ransomware Thiefs

[email protected] (Cyril Morong) writes Can computers write poetry? Could they replace poets?

Tyler Cowen writes Wednesday assorted links

FT Alphaville
FT Alphaville is a free daily news and commentary service giving finance professionals the information they need, when they need it. In a world where market professionals are inundated with information there is a pressing need to edit and filter, and hopefully sow a few ideas along the way. That’s where the FT Alphaville team comes in.

Leave a Reply

Your email address will not be published. Required fields are marked *