John Mauldin, one of the US’s top investment advisors – recently voted second only to Warren Buffet as an investment guru – was in South Africa last week. On his return to the US, he wrote this remarkable article on his visit…
I start this week’s letter somewhere over the Atlantic, halfway through an 11-hour flight from Frankfurt to Dallas. It has been an altogether marvellous 11 days in South Africa, speaking to over 1,000 people at 12 venues, giving a half dozen media interviews, and meeting with many individuals.
This week, I want to give you some impressions of not only South Africa, but talk a little about emerging markets in general.
Finding Value in South Africa
I realized about halfway through my recent trip that it had been some time since I was in an emerging-market country. I have been to over 50 countries over the past 20 years, but recently most of my travels have been to Europe and Canada, with the occasional vacation trip to Mexico.
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