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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (54989)	3/2/2015 8:34:06 PM
From: Mattyice	Read Replies (1) of 78704

Thank you for the reply - also UFS looks really compelling at a glance, thanks for mentioning.. What do you like about it? I wouldnt say I am bullish china per se (or india for that matter), and I agree with you about a lot of your concerns... I mean I was on this board 4 years ago touting some of these same issues as a once in a generational shorting opportunity - but there seems to be a lot of fear towards many of these emerging markets and I like buying into some of that fear. I dont really trust many of the companies there either but in the aggregate I feel ok being exposed to the country and companies there growing book value over time. I currently don't have any specific chinese exposure, just own couple of ETFs... which makes me weary in its own right... i'm like what the hell am i doing and how do i manage it?! I sort of like VALE and have been wanting to buy for a month or two now but have just been sitting on my hands keep watching it head towards the grand reaper. There is also a few other Brazilian companies I like. I also think South Korea, Singapore, Malaysia, some parts of europe look compelling as well... figuring out how to own it on the other hand I need some help.

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