The Acquirers Podcast cover image

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

The Acquirers Podcast

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner