Talk Your Book: Emerging Market Fundamentals

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Today’s Animal Spirits is brought to you by Schafer Cullen Capital Management:

See here for more information on Schafer Cullen Capital Management Emerging Markets High Dividend Strategy

On today’s show, we discuss:

  • Return drivers within Emerging Markets
  • Understanding China within Emerging Markets
  • Top-down analysis and avoiding certain country exposure
  • Avoiding value-traps
  • Strong macro trends in India
  • Screening for fundamentals and technicals
  • Passive vs active management in EM

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