Global shares have risen in value almost 180 per cent in Australian dollar terms since 2009 and as a consequence, share valuations look high and the US market appears to be very expensive. However, when you start investigating specific stocks, there is still value to be found if you’re prepared to do the groundwork. Dr. Graeme Shaw of Orbis Investments presents the evidence supporting these two apparently contradictory views. He also details the process Orbis undertakes to identify and tap into undervalued stocks in emerging markets and explains why this sector presents a sweet spot of opportunities for value investors.
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