top of page
Search

January 2021: Submerging Markets

  • Writer: Andrew Burns
    Andrew Burns
  • Jan 20, 2021
  • 1 min read

In this newsletter, we discuss why emerging market stocks, despite trading at lower valuation multiples than stocks in developed markets, have under-performed over the past decade. We explain the importance of analyzing a mix of valuation levels, inflation, currencies, and interest rates. We argue that investing internationally should be undertaken with more caution than is common and offer our view on the decade to come for emerging markets.


Click to read more!


 
 
 

Recent Posts

See All
2025 Year-End Letter: Vibe Code Check

In Vibe Code Check, I dive into the current market fear of artificial intelligence disintermediation in businesses that are otherwise performing exceptionally well; I believe that tension is creating

 
 
 
2025 Mid-Year Letter: Tariff-ied

In "Tariff-ied," I explore the market and real-world impacts of President Trump's new tariff policies by analyzing two hypothetical cases as well as one real one, General Motors second quarter earning

 
 
 

Comments

  • LinkedIn
  • Twitter

© 2019 by Conover Investment Advisory, LLC

Disclaimer:

The information expressed on this site is intended to provide an overview of the services that we offer.  The information and opinions contained within this site have been compiled in good faith but no representation or warranty, either express or implied, is made as to its accuracy, completeness or correctness.  The information is not intended to provide any investment advice, nor does it take into account specific investment objectives or needs of any person or entity.  This site is not, and should not be construed as, an offer to sell or invitation to buy, or the solicitation of any offer to buy, any investments, securities or other products in any jurisdiction.  Opinions and views are subject to change without notice.  No part of this site may be reproduced, modified, used for any purpose, or referred to in publication, without express written permission of Conover Investment Advisory, LLC.

bottom of page