While Wall Street obsesses over the latest AI darling and retail investors pile into meme stocks, a genuine opportunity sits neglected in plain sight. Asian markets—excluding the perpetual China question mark—are trading at valuations that would make Ben Graham’s ghost weep with joy.
I’ve been around this business long enough to know that the best opportunities rarely come with fanfare. They arrive quietly, wearing the uncomfortable clothes of yesterday’s disappointments while everyone else chases tomorrow’s promises. That’s exactly what we have today in markets like South Korea, Taiwan, India, and Southeast Asia.
