- Intensified selling is making emerging markets an interesting opportunity, will selling get to January levels?
- Brazil has to be watched, of course, but Argentina has too much political risk for rational decisions to be made.
- Chile is stable, but PE ratios are also much higher.
After Trump was elected, many emerging markets were hit as a result of a growing negative sentiment toward their performance amidst tougher global trade.
It’s great when prices go down as it allows you to buy stocks at better prices, if you don’t own too much of the stock, of course. The truth is that many businesses won’t be affected by Trump’s decisions, so it’s a good time to shop around.
Today we’ll take a look at opportunities in South America. More →