Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management: See here for more information on Schaffer Cullen Capital Management Emerging Markets High Dividend Strategy 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...

source: https://awealthofcommonsense.com/2024/04/talk-your-book-emerging-market-fundamentals/