The Most Undervalued, Fastest-Growing, Most Investable Country on Earth

If you believe that the dollar will peak over the next year or so and that emerging markets will have another long run, analyst Christian DeHaemer can give you a very simple way to make money. [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Most Undervalued, Fastest-Growing, Most Investable Country on Earth Christian DeHaemer | Jul 11, 2023 Lately I've been reading a lot about investor John Templeton. He famously started investing by putting $1 in every stock in the Dow in 1939 just as World War II broke out and most investors sold. He correctly thought that all of those factories would soon be busy making war materials. According to Broken Leg Investing, "From 1954 to Templeton's retirement in 1992, the Templeton Growth Fund returned a 16% CAGR after fees, one of the best records in investing history." After the war, Templeton turned to global investing. He was among the first to invest in Japan when it was just exporting toy robots and the like. He saw a dynamic, fast-growing country (2.5x U.S. growth) where the average stock had a P/E of 4, whereas the U.S. stood at 19.5 at the time. Per one of Templeton's speeches in 1979: It seems to be common sense that if you are going to search for these unusually good bargains, you wouldn’t just search in Canada. If you search just in Canada, you will find some, or if you search just in the United States, you will find some. But why not search everywhere? That’s what we’ve been doing for 40 years; we search anywhere in the world. Tesla Is Dead... Elon Musk Is Ruined Thanks to a new discovery — known as “Blue Gas” — electric car companies like Tesla are about to go down in flames. “Blue Gas” is 100% emission-free, can propel vehicles hundreds of miles, and allows cars to fully charge in just minutes. And the tiny company behind it is primed to absolutely shatter any gains ever paid out by Tesla. [Click here before this stock explodes in the coming months.]( Return of Emerging Markets I recently came across this chart; it shows that when the dollar goes up, U.S. growth and tech stocks win, and when the dollar drops, emerging markets and value stocks win: [EM Chart] Source: Jeff Weniger tweet This trend changes every 12–15 years, meaning it's a secular, or long-term, trend. I started trading and writing about stocks back in 1995, riding the dot-com bubble to great success. If I remember correctly, my entire portfolio was up 110% in 1999. In 2000, the bubble popped and all markets washed out until around the start of 2003, when emerging markets and large-cap value led all sectors up until the 2008 debacle. It is surprising to note that in 2009, emerging markets gained 71%, leading all sectors. Strategy If you believe that the dollar will peak over the next year or so and that emerging markets will have another long run, I can give you a very simple way to make money. I should call it the DeHaemer Emerging Market Turbo Money Pipeline or something like that, but for now, I’ll just explain how it works. Back around 2003, I took The Economist's Big Mac index and cross-referenced it with a chart in the back of the Financial Times newspaper showing various countries' growth in terms of GDP. This Pill Will “Define the Next Decade” A new medical breakthrough smaller than the size of your pinkie is about to reshape human history. Because believe it or not, this tiny pill can eradicate every single sign and symptom of aging and disease... Which leaves you looking and feeling forever young. Don’t believe it? [Check out this proof...]( For those who don’t know, the Big Mac index prices the McDonald's sandwich in various countries. Since each burger has meat, produce, and cheese and includes the price of service wages, rents, taxes, etc., it represents a consistent measure of pricing power around the world. You can find a current version of the index [here](. On this list, you’ll see that the top-five most undervalued currencies are from Venezuela, Romania, Indonesia, South Africa, and India, in that order. In India, a Big Mac costs $2.39, while in Switzerland, it costs $6.71. So we know India is an undervalued, low-cost country. The problem with undervalued countries is that they tend to have failing economies. So you have to look at GDP growth, which I found on Wiki. The only one of the top-five undervalued currency countries that is also among the top 25 countries by GDP growth is India, coming in at No. 8 with a GDP of 6.5% per year. From this, I drill down to Indian stocks that trade on U.S. exchanges. [You can find them here](. From there, you apply your personal investing metrics: value, growth at a reasonable price, technical analysis, etc. (It should be noted that the Indian BSE index is up 20% this year and just hit an all-time high.) This system works again and again once you get the tailwind of a falling dollar, which, given the U.S.' exploding debt and inept elite, should happen any day now. All the best, [Christian DeHaemer Signature] Christian DeHaemer [[follow basic]Check us out on YouTube!]( Christian is the founder of [Bull and Bust Report]( and an editor at [Energy and Capital](. For more on Christian, see his editor's [page](. [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).