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That is a great post about global investing. You are either a genius or learned from many decades of investing. Do you mind publishing the ETF's?

Emerging markets are difficult to tame for a foreign investor due to limited trading access to the market and lack of local information such as public perception of the management and the firms in the socio-cultural context. Bill Mann tried to decipher it and failed big time. Traveling to foreign nations or even staying there for a few months does not make much difference.

Incredible, have you spoken to the GG folks about this?

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