Looking for international bargains? Grant’s Interest Rate Observer has your back. In the August 7 issue, Grant’s takes a look at four, unloved emerging market stocks, and a Brazilian corporate bond. “Each is cheap, each has merit–each had merit even before its price was sawed in half in sympathy with the goings-on in Turkey, Greece, Brazil, Russia, South Africa, Argentina, Colombia, China etc…” — Grant’s In each case, macroeconomic problems have overwhelmed business fundamentals. But as Grant’s points out, cheap businesses are a rare commodity. If it weren’t for the macroeconomic dislocation, the value wouldn’t be there for shrewd investors…
Grant’s: Four Unloved Emerging Market Stocks And One Bond
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk