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Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06

The Acquirers Podcast

CHAPTER

Navigating Investment in Emerging Markets

This chapter explores the intricacies of investment decisions, focusing on the case study of Angel Align Technologies to highlight the disconnect between management expectations and market realities. Through personal experiences in China, particularly in the luxury sector, the speaker emphasizes the need for thorough, on-the-ground research in navigating the evolving economic landscape. The discussion also contrasts the performance of developed and emerging markets, offering an optimistic view on uncovering undervalued stocks despite the prevailing challenges.

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