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Thanks Sven. Recently opened a position in $VLGEA. Probably unfamiliar to you but as a value investor this ticked all of the right boxes. Love the videos and all the best.
Thanks for sharing!
Wow. Price of the stock is hella stable at around 23 USD. Are you in for the dividend?
@FKAS8410 good financials, but do you see a moat?
Not if you invest in good businesses … which you understand and are priced accordingly… then you will most likely make decent returns 🙂
Aleays!
People always say, emerging markets have higher growth, vice versa for developed markets. If that is true, the world should be a very equal place, why hasn’t that happened? Why are there only a handful of countries such as South Korea, successful at doing so? Proven wrong and wrong again for the past 80 years since WW2 and yet there are believers.
It’s for clickbait and views. Always have to paint a grim picture for whatever the majority of people are invested in, and suggest that you know a much better alternative
@Steven Taylor I do have to say that the content is about types of investment and equities which is slightly different from economy as a whole, but still not entirely.
China did ok last 30 years
@Value Investing with Sven Carlin, Ph.D. can you please make a video of your thoughts on China’s next 30 years?
Most people: let’s pay this analyst to make a 7 year market forecast!
Peter Lynch: I’d like to know the future too, I’d pay 5 extra dollars for next year’s Wall Street Journal.
This is the risk and reward
Emerging markets have been “the better investments” for like 10 years. And have never beat the US. Just better companies and policies with less corruption.
Good point, and dont forget the FED
Emerging markets blew away the US in the 2000s. Brazil was a 15x in USD from 2002 – 2008.
Yeah tell that to my emerging market portfolio with frozen Russian mining stocks.
For anyone under 50 years old, this is amazing news. Make more money and buy more S&P 500
:-)) yep
And if you hold cash you will loose even three times more of your purchasing power…Cash is trash
Depends on inflation!!
Current bond yields are higher than inflation though
The Jeremy Grantham GMO?
Crazy their prediction isn’t
-80% every year 😅
:-))))
What is considered Emerging and Emerging Value? And is that return weighted against the risks that can be there with emerging markets?
These S&P PE ratios are backwards. Better to use forward earnings, which produce a slightly lower ratio. The market always looks forward — as a result, the backwards ratio doesn’t tell you all that much about what market participants are thinking it this moment.
the forward are always wrong!
@Value Investing with Sven Carlin, Ph.D. of course they are wrong! (By definition, they could never realistically be precisely right.) Investors’ estimations of the future are imperfect. No one is saying they are truth. But they represent the estimations that go into price setting in the market. Backwards earnings do not so much. Forward expectations drive current quotations. You don’t have to believe the expectations, and indeed value investing is all about finding a thesis that is different from the prevailing expectations. At the end of the day, I think it’s better to look at forward numbers if you are trying to “take the temperature” of the market, as you (or I should say in this case GMO) is doing here.
Thanks for the discussion. It’s a pleasure 👍
Spread it around and just enjoy your life, it’s out of your control. Love the analysis Sven 🙏🏻
That’s the plan!
That’s what I’m doing too. I’m watching these videos out of entertainment only lol.
Don’t you want to take their previous projections and compare with the actual results? 😂😂
I did that: https://www.youtube.com/watch?v=WLf6tVkvYnc
Thanks Sven, appreciate the analysis.
Many of these forecasts seem to be based on lump sums at a given time. However, I think most people who invest broadly in the S&P do so by Dollar Cost Averaging into an index fund.
Considering that I think the forecasting could be a little overstated (I’m just an amateur though 🤷🏾♂)
https://www.youtube.com/watch?v=IVgz3Vq9V1k
Europe sector neutral quality index at 13,6 trailing P/E looks ok. Good names like Nestle, Rio Tinto, ASML, Lvmh, Allianz in it.
Hi Sven, why did you remove the video about high yield stocks?😢
This video has it all – excitement, laughter, and wonder!
Looks like International Small Cap, in countries with along history of the rule of law, with a solid dividend, is the place to look.
Dr. Sven, What do you think of the Japanese stock market and economy in general? I am leery of the gov’t stock market ownership (52%) and debt levels, declining population, low dividends.
Do not focus on macro, you will just waste your time Sven ❤
Pozdrav