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Sunday, November 24, 2024

Speak Your E book: Rising Market Fundamentals


In the present day’s Animal Spirits is dropped at you by Schaffer Cullen Capital Administration:

See right here for extra info on Schaffer Cullen Capital Administration Rising Markets Excessive Dividend Technique

On at present’s present, we focus on:

  • Return drivers inside Rising Markets
  • Understanding China inside Rising Markets
  • High-down evaluation and avoiding sure nation publicity
  • Avoiding value-traps
  • Robust macro traits in India
  • Screening for fundamentals and technicals
  • Passive vs lively administration in EM

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