Can value still be found in today’s markets?

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.


The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.

Leave a comment /

Related content /

07 December, 2017

Franklin Templeton

Is it time to reset expectations?

Although global markets have been relatively calm as of late, continuing geopolitical risks and looming monetary policy changes are on the horizon. A ....

Read now

04 December, 2017

Kerr Neilson,co-founder & managing director,Platinum Asset Management

The rise of Asia

Asia has changed immeasurably over the last two decades, with some economies like China and India growing physically by 6-7 per cent a year. Asia i....

Read now

16 November, 2017

Graeme Forster,Investment Team,Orbis Investments

Tesla vs Honda: who would you back?

In a market that has punished companies for uncertainty, automakers have been pummelled and Japanese manufacturers have fared worse than most. Howe....

Read now