Today’s Talk Your Book is brought to you by Schafer Cullen Capital Management:
- To see here for more information about Schafer Cullen Capital Management
On today’s show we discuss:
- A wave of corporate governance reforms across Asia
- What differentiates Schafer Cullen’s approach to investing in emerging markets?
- A falling dollar as a catalyst for emerging market stocks
- Country selection as a risk management tool
- The role of dividends in Schafer Cullen’s strategy
- China’s ability to keep pace with the US despite technological and financial limitations
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https://podcasts.thecompoundnews.com/show/animalspirits/
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