London Business School (LBS) MBA students Q&A on May 19, 2021
Chai with Pabrai
00:00
Investing in Emerging Markets: Beyond Macro Factors
This chapter delves into the significance of macroeconomic factors in investing, focusing on exchange rates and their impact on decisions. Through the example of a Coca-Cola bottler in Turkey, the discussion highlights the importance of assessing a business's intrinsic value and management over external economic pressures.
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