Emerging Markets: Not Cheap

Mar 20, 2019 • Duration: 00:17:20 • Topic: Equities, US Dollar, Valuation, Macro, Trading, Emerging markets

Teddy Vallee, founder of Pervalle Global, joins Real Vision for the first time to explain why Wall Street has it wrong on emerging markets. He analyzes the sector’s valuation, discusses the important role of China’s credit creation, and highlights how to play the thesis, in this interview with Jake Merl. Filmed on March 19, 2019. Watch more at https://www.realvision.com.

Guest Name

Teddy Vallee

Anchor Name

Jake Merl

Keywords Name

Equities, US Dollar, Valuation, Macro, Trading, Emerging markets

Show Name

Trade Ideas