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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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Navigating Macroeconomics in Emerging Markets

This chapter explores the intricate dynamics between macroeconomic factors and investment strategies in emerging markets, highlighting the need for a macro-aware approach. It underscores the importance of due diligence and system thinking, illustrated by a cautionary tale of the Sino Forest investment collapse.

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