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20% of outstanding mortages set to default
Value investing conference hosted at Darden Business School of UVA.
Some nice big-picture views of the current economy. Pay attention to the interesting analysis on housing market – among the 56 million US residential mortgages, it’s estimated that 20% of them, or 11 million, will eventually default. Housing price is set to decline by another 5% at least; if without government support, probably by 10%.
Grantham on value investing and China
Jeremy Gratham of GMO talks about value investing: high growth does not mean high return to capital; it all depends on your entry point. He applies this classic investment philosophy to China. (source: Morngingstar Investment Conference, May 2009)