MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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China, the Big Theme This Year Is Common Prosperity
We like businesses that have strong pricing power within their corps business and low regulatory society risks. China, the big theme this year is common prosperity. In some ways china is more predictable than developed markets. You need a company that's aligned with government priorities. We stayed away from the education, after school tutoring sector. But in other ways, you have this large market economy with long term structural growth.
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