BUY Conviction3/5 Analysis quality60/100 now
The YouTuber identifies emerging market stocks, particularly through the EEM ETF, as a high-return opportunity for investors willing to accept higher risk due to less stable rule of law and business environments. He notes that EEM has historically delivered strong returns, and despite being down 10% last year, it trades at a 17% discount to US stocks based on P/E ratio.
“shares of the ishares msci emerging markets etf that's ticker eem jumped 323 in the four years to 2007 and 60 in the two years to 2018 easily beating the stocks in the s&p 500. now that fund was down about 10 last year on a stronger dollar but trades for just 18.8 times on a price to earnings basis that's a discount of 17 percent on the 23 times p e ratio for u.s stocks”