Schroders Blog - Value Investing Strategy Works Also in Emerging Markets & Sectors

Schroders writes about value investing in China and mentions Chinese distiller Kweichow Moutai and Russian utilities like Inter RAO as examples working in the past.

Links:
Schroders articles:

http://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/a-value-strategy-works-in-emerging-markets-as-much-as-developed-ones/

http://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/why-whole-sectors-being-tarred-with-the-same-brush-is-good-news-for-value-investing/

Interesting statement from 2nd article:
"...Regular visitors to The Value Perspective will be well aware of our view that some parts of the stockmarket – particularly the supposedly stable, low-volatility, ‘safe-haven’ sectors, such as food, beverages and tobacco – are historically very expensive while others, such as financials and mining, remain historically cheap...."

Company info on FT:
Kweichow Moutai: https://markets.ft.com/data/equities/tearsheet/summary?s=600519:SHH
Inter RAO: https://markets.ft.com/data/equities/tearsheet/summary?s=IRAO:MCX

Graham and Doddsville Winter 2016 Issue

Start page:
http://www.grahamanddoddsville.net/wordpress/

Winter 2016 Issue:

http://www.grahamanddoddsville.net/wordpress/?p=1852&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+grahamanddoddsville+%28Graham+And+Doddsville%29


Craig Effron Scoggin Capital Management
Ideas: Risk management,

Jeff Gramm Bandera Partners
13D-letters, quick filter

John Dorfman Interview on Wealthtrack

Link:
https://www.youtube.com/watch?v=S3coaxWda5Y

Dorfman Value Investments

http://dorfmanvalue.com/

10 stock picks for 2016:
http://dorfmanvalue.com/new-year-new-picks-for-list-of-10-favorite-stocks/