David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: US midcaps are cheap and the next big thing in Asia, Bangladesh

Investment Ideas: US midcaps are cheap and the next big thing in Asia, Bangladesh

A closer look at a new fund that opens a fast-growing South Asian equity market.

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David Stevenson
Dec 14, 2023
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: US midcaps are cheap and the next big thing in Asia, Bangladesh
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US mid-caps – good value?

Arbrook, the US equities specialists make a very interesting point in their note to investors this month - Mid-cap stocks are having their worst year relative to large caps in 30 years. They reckon that the “only year to come close in underperformance was 1998, during the heady days of the tech bubble and the year some upstart S…

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