During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Why China is the Deepest Value Market in Emerging Markets Today. Here’s an excerpt from the episode: Jake: What are your thoughts on China these days? Juan: It’s the deepest value market in EM, and potentially, one of the … Read More
Understanding Emerging Markets, Frontier Markets, and Investment Challenges
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Understanding Emerging Markets, Frontier Markets, and Investment Challenges. Here’s an excerpt from the episode: Tobias: Can you just tell us the markets that you focus on, your universe and where you look mostly? Juan: So, our investable universe is … Read More