Is PE10 the Price to average EPS of the last 10 years? Your EPS inflection chart is interesting and I think key. I’m assuming that’s in USD - if the USD weakens from here, those EPS will get a natural boost.
Yes exactly, PE10 = price / average trailing 10 years of EPS
Not 100% on if EPS is in USD, but will go check, but yes a weaker USD will absolutely be a tailwind here, especially given LatAm FX looks extreme cheap, so from a US$ investor perspective that would provide an extra return tailwind (weaker USD, stronger LatAm FX)
I had a question on what ETF I would recommend for this idea, and I don't have any ETF recommendations as I don't do product/implementation advice or research, but on this front I can recommend at least for the US market the website ETFdb -- where you can easily look up and compare options e.g. https://etfdb.com/etfdb-category/latin-america-equities/
Is PE10 the Price to average EPS of the last 10 years? Your EPS inflection chart is interesting and I think key. I’m assuming that’s in USD - if the USD weakens from here, those EPS will get a natural boost.
Yes exactly, PE10 = price / average trailing 10 years of EPS
Not 100% on if EPS is in USD, but will go check, but yes a weaker USD will absolutely be a tailwind here, especially given LatAm FX looks extreme cheap, so from a US$ investor perspective that would provide an extra return tailwind (weaker USD, stronger LatAm FX)
I had a question on what ETF I would recommend for this idea, and I don't have any ETF recommendations as I don't do product/implementation advice or research, but on this front I can recommend at least for the US market the website ETFdb -- where you can easily look up and compare options e.g. https://etfdb.com/etfdb-category/latin-america-equities/