Perth Tolle 2.1 1 idea
Founder, Life + Liberty Indexes
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FRDM (EM ex-China) has outperformed broad EM indices significantly over 5 years. Autocracies (China) create capital flight and inefficient capital allocation. Free markets (Taiwan, South Korea, Poland) offer "real growth" and flexibility. LONG. Avoid the "value trap" of cheap Chinese valuations in favor of freedom-weighted growth. A massive stimulus-driven rally in Chinese equities.
FRDM
Bloomberg Markets
Feb 19, 18:27
Founder, Life + Liberty Indexes