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Emerging markets investing: Four decades of wisdom
Capital Ideas Investing Podcast
Navigating Emerging Markets: Investment Insights
This chapter examines the evolving landscape of investing in emerging and developing markets, with a focus on China’s economic transformation and its long-term investment potential. It highlights the importance of a patient, long-term perspective and the lessons learned from investment mistakes over nearly four decades. The discussion also contrasts concentrated versus diversified strategies while offering advice to younger analysts on effective decision-making and communication.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode