Introduction

On today's show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director of Schafer Cullen Capital Management to discuss: China's effect on Emerging Markets, avoiding value-traps in EM, strong macro trends in India, passive vs. active management in Emerging Markets, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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