Emerging Markets - Next Oppty? (Patreon)

Emerging markets may be waking up after a long 15-year slumber compared to the US market. The Emerging Market performance has been nothing short of awful.

But could be they coming around?

For about 15 years, global markets, especially emerging markets, have underperformed compared to the US. This extended period of underperformance can be seen as a "bear market" for global stocks relative to US stocks.

Global stocks, including those in emerging markets, are now considered cheap compared to their historical values. They're also inexpensive when compared to US stocks, which are currently seen as expensive. I saw this with $BABA and $SE earlier this year.

While global stocks have been a "value trap" (appearing cheap but continuing to underperform) for a long time, there are now hints that this trend might be changing. Investors are watching for signs that could indicate a turnaround in performance.

India is a market that has my eye and I am starting to see if there are any good options on the ground.

I still believe for now, the place to be is artificial intelligence and crypto, and that's where I am placing my bets, but slowly, I'm tiptoeing into emerging markets, as you know from the two stocks mentioned above. I also believe the capital markets in the United States are still the most mature and the safest.