Shares of the Bank of Ireland have had a tremendous run over the past year, but the valuation is still cheap since it is still coming off such a deep bottom, says Riad Younes, portfolio manager at R Squared Capital Management. Younes also says the stock will be helped by an improving Irish economy, just like concrete supplier Cemex will benefit from a growing Mexican economy. Finally, Younes says Vodaphone has a strong underlying business which is often ignored due to all the M&A talk surrounding the name.
More from Emerging Markets
Why Convert a Mutual Fund to an ETF? Follow the Money to Find Out
Making the straight switch from mutual funds to ETFs can be material to an issuer's income statement.
India Passes China to Become World's Largest Market
Mark your calendar. Today is the day that India holds more people than anywhere else on Earth, after two centuries of Chinese population supremacy.
For Emerging Market ETFs, Investors Now Have More 'Freedoms'
The First Trust Bloomberg Democracies exchange-traded fund offers another choice for those eyeing the exits from China. Let's see how it stacks up against the Freedom Emerging Markets 100 ETF.
With This New iShares ETF, the World's Debt Could Be Your Oyster
Let's take a look at the iShares J.P. Morgan Broad USD Emerging Markets Bond ETF.
FXI and Alibaba Show the Chinese Recovery Has Reached an Inflection Point
I tend to doubt that a U.S. investor is going to exert much influence over a Chinese firm.