11min chapter

The Acquirers Podcast cover image

Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44

The Acquirers Podcast

CHAPTER

Emerging Market Titans

This chapter examines the potential of companies in emerging markets like TSMC and Samsung, including a deep dive into China's technological advancements in AI. It discusses investment opportunities in countries like Indonesia, Brazil, and South Africa while addressing the complexities of governance and valuation challenges in these regions.

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