Emerging Markets: Not Cheap

Published on
March 20th, 2019
18 minutes

Emerging Markets: Not Cheap

Trade Ideas ·
Featuring Teddy Vallee

Published on: March 20th, 2019 • Duration: 18 minutes

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.