20min chapter

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

The Acquirers Podcast

CHAPTER

Investment Insights in Emerging Markets

This chapter delves into investment opportunities in emerging markets, emphasizing the importance of independent thinking in market classifications. It highlights valuation discrepancies and the potential for returns amidst fear and geopolitical risks, promoting a value-driven investment approach. The discussion also scrutinizes emerging markets like China and Hong Kong, considering historical performance alongside current market challenges and growth prospects.

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