At this time’s Animal Spirits is dropped at you by Schaffer Cullen Capital Administration:

See right here for extra info on Schaffer Cullen Capital Administration Rising Markets Excessive Dividend Technique

On right this moment’s present, we focus on:

• Return drivers inside Rising Markets
• Understanding China inside Rising Markets
• High-down evaluation and avoiding sure nation publicity
• Avoiding value-traps
• Robust macro tendencies in India
• Screening for fundamentals and technicals
• Passive vs lively administration in EM

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