Emerging Markets: Not Cheap
Featuring Teddy Vallee
Published on: March 20th, 2019 • Duration: 18 minutes • Asset Class: Equities • Topic: Emerging markets, Trading, Macro, Valuation, US DollarTeddy 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.