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emerging worlds

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 30, 2020 by Ben Inker · across every show →

Everything said about emerging worlds, oldest first

Mar 30, 2020 bearish
Opinion
Inker: Valuation spreads in Europe and Japan lack underlying economic justification
“But if you look at Europe, if you look at Japan, if you look at the emerging worlds, the spreads are both wider, and the underlying economic justification for them is a lot more tenuous.”
Ben Inker Mar 30, 2020 ▶ 33:14 Ben Inker – Value Investing at GMO (First Meeting, EP.17)
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