Tuesday, 4 February 2014

The Idle Investor: Today's Bloomberg TV interview re Emerging Markets, Technology allure

Top of the morning to you!

Since I had to get up super-early to go to do this TV interview live at Bloomberg at 7am this morning, I thought I would take this opportunity to inflict the interview on you as well...
              Bloomberg TV: Putting-the-emerging-market-slide-in-perspective

The topics of this 5-minute interview were the value that can be found today in Emerging markets and European stock markets, following the current correction. 

Personally speaking, I am even starting to be interested by Russian stocks, given the very low valuations (often 3-4x P/E and 5-6% dividend yields!) on offer now from Russian giants like Gazprom and Lukoil, at massive discounts to Western oil & gas producers. 

As always, I am very interested in any feedback you may have, so don't hesitate, fire away!


1 comment:

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