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Juan Torres Rodriguez

Portfolio manager of the Emerging Market Value Strategy at Schroders, specializing in deep value investing in emerging markets.

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Dec 2, 2024 • 1h 3min

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

Juan Torres Rodriguez, Portfolio Manager at Schroders, dives into the world of deep value investing in emerging markets. He discusses the inefficiencies in markets like China and India and how these present unique opportunities. The conversation highlights major players such as Alibaba and TSMC, examining their impact on indices and geopolitical stability. Juan emphasizes the need for independent thinking, macro-awareness, and careful risk management to navigate these complex systems while uncovering potential investment gems.