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MI130: Are Emerging Markets Undervalued? w/ James Fletcher
Millennial Investing - The Investor’s Podcast Network
China, the Big Theme This Year Is Common Prosperity
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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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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode