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

The Acquirers Podcast

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Impact of Major Players on Emerging Markets Performance

This chapter explores the impact of major companies like Alibaba and TSMC on emerging markets indices, highlighting the risks posed by large-cap stocks. It also examines investment perspectives in China and the effects of geopolitical factors on market stability.

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