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SECTOR ETFVWOEEMMIXEDIn depth · 4/5

No single ticker was named. Emerging markets ETFs are one way for retail investors to get exposure. Not a recommendation.

Emerging Asian equities offer valuation discount

The structural case was made to rotate out of expensive US equities and into select cheap Asian and Southeast Asian emerging markets.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Emerging Asian equities offer valuation discount · Zortix