Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’
The Long View
Navigating Emerging Markets: Insights and Strategies
This chapter explores the long-term performance and investment dynamics of emerging markets, emphasizing a bottom-up approach focused on individual companies rather than macroeconomic factors. It highlights the persistent valuation discounts of these markets and the importance of understanding ownership structures, governance issues, and the potential for earnings growth. The discussion also addresses the complexities of investing in China, including the influence of geopolitical factors and the critical evaluation of company founders and management.
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