Talk Your Book: Emerging Market Fundamentals
6 months ago
1 MIN READ
Today’s Animal Spirits is brought to you by Schafer Cullen Capital Management:See here for more information on Schafer Cullen Capital Management Emerging Markets High Dividend StrategyOn today’s show, we discuss:Return drivers within Emerging MarketsUnderstanding China within Emerging MarketsTop-down analysis and avoiding certain country exposureAvoiding value-trapsStrong macro trends in IndiaScreening for f…
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