Talk Your Book: Emerging Markets Are Back

Today’s Talk Your Book is brought to you by Schafer Cullen Capital Management:

• See here for more information on 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 declining 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 U.S., despite technology and funding constraints

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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