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DEVELOPED  COUNTRIES

Some Emerging value stocks are actually European or American companies with 50% or more business in Emerging markets.

Developed countries: Text

AB INBEV

Industry: Beer

Defensiveness: Very defensive

Accessible listing: NYSE + Belgium

Concentration Risk: Low: Worlwide Business with a weight on EMs.

Growth: Generally safe but slow growth

Link: https://www.ab-inbev.com/

Quick note: Good defensive stock. Good Management. Results very dependent on currencies, 70% of revenues comme from EMs

Developed countries: Text

BOLLORE

Industry: Holding company - Logistics and Medias

Defensiveness: Very defensive (Logistics, PayTV and Universal Music)

Accessible listing: France

Concentration Risk: Average: Some concentration in France and French speaking Africa

Growth: Good growth linked to the African continent

Link: https://www.bollore.com/en/

Quick note: Good defensive stock. Good Management. Results very dependent on oil and Africa where it owns a huge logistic network with harbours.

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