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Talk Your Book: Emerging Market Fundamentals

Animal Spirits Podcast

CHAPTER

Navigating Emerging Markets: Challenges and Opportunities

The chapter explores the complexities of investing in emerging markets, emphasizing the importance of focusing on companies with earnings growth and thematic investments. It discusses the attractiveness of markets like India and Greece, the impact of demographic trends on investment opportunities, and the potential for re-rating in certain countries. The conversation also delves into strategies for stock selection, portfolio construction, and the evolution of investment approaches in global high-dividend investments.

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