Investing in EM stocks has been a disaster for way too long and no one in the media has the sense to challenge the suit peddlers and their nonsense. It goes unchallenged because it seems logical. These countries will grow faster than say Europe. Therefore, obviously profit growth will be stronger and equities will out perform. Wrong ! Numerous reasons t…
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The Wealth Deficit from Well Formed Arguments
hughhendry.substack.com
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The Wealth Deficit from Well Formed Arguments
The emerging market fallacy is one of the most annoying and uncontested equity money pits.
Dec 05, 2023
∙ Paid