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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI243: Investing In Latin America w/ Ian Bezek
Description: IN THIS EPISODE, YOU’LL LEARN:
03:26 - What’s driven the recent strength in many Latin American countries' equity markets?Â
14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones.Â
22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?
24:56 - The risks of investing in this market.Â
31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks.Â
31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends.Â
41:02 - How to choose...