Source Post

Unlocking Value in Emerging Markets: Where Are the Opportunities? Juan Torres

The creator discusses emerging markets (EM), noting a strong start to the year for the MSCI EM index. While EM has historically underperformed the US for extended periods, the current valuation presents opportunities, particularly in the cheapest quintile of the market, which remains very attractive with a cyclically adjusted P/E around 9-9.5. The creator highlights that opportunities exist across countries and sectors, with specific mentions of Indonesia, Brazil, Colombia, and China, emphasizing that despite negative narratives, China was a strong performer in 2025 and still offers attractive opportunities in its cheapest quintile.

Linked Mentions

Tickers discussed in this post

MBINeutralMedium ConvictionSignal-backedSecondary

Colombia is mentioned as an attractive country for investment within the emerging markets context.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.