source: https://awealthofcommonsense.com/2024/04/talk-your-book-emerging-market-fundamentals/
Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management:
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On today’s show, we discuss:
Return drivers within Emerging Markets
Understanding China within Emerging Markets
Top-down analysis and avoiding certain country exposure
Avoiding value-traps
Strong macro trends in India
Scree...