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Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’

The Long View

CHAPTER

Intro

This chapter covers investment strategies and portfolio management, highlighting the significance of future earnings growth and the cross-pollination of ideas among global, U.S., and emerging markets. The speaker delves into the balance of specialization versus diversification in active management, discussing the associated benefits and challenges.

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