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Today’s Talk Your Book is sponsored by Schafer Cullen Capital Management:
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See here for more information on Schafer Cullen Capital Management
On today’s show, we discuss:
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A wave of corporate governance reforms across Asia
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What differentiates Schafer Cullen’s approach to investing in emerging markets
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A declining dollar as a catalyst for emerging market stocks
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Country selection as a risk management tool
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The role of dividends in Schafer Cullen’s strategy
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China’s ability to keep pace with the U.S., despite technology and funding constraints
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