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Rahul Sharma
Portfolio Manager and Executive Director of Schaffer Cullen Capital Management
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Apr 8, 2024 • 36min
Talk Your Book: Emerging Market Fundamentals
Rahul Sharma, Portfolio Manager, discusses China's impact on Emerging Markets, avoiding value-traps, India's strong macro trends, passive vs. active management, and more. Topics include catalysts for EM outperformance, navigating complexities, potential growth catalysts, and analysis of interest rates and inflation in emerging markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode