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Mark Mobius on Emerging Market Funds

Masters in Business

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Navigating Investment Research: Past and Present

This chapter explores the evolution of investment research from the 1980s to today, emphasizing the necessity of on-the-ground experience for market understanding. It discusses the value of traveling abroad for firsthand insights and the challenges faced in sourcing information in emerging markets. Through anecdotal evidence and analysis, the chapter highlights how modern investment strategies have adapted and evolved, recognizing overlooked opportunities in a complex global landscape.

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