Today’s Animal Spirits is brought to you by Schaffer Cullen Capital Management:
See here for more information on Schaffer 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…
The post Talk Your Book: Emerging Market Fundamentals appeared first on The Irrelevant Investor.