Corporate Governance Insights
Daniel shares his experiences from investment banking in emerging markets, emphasizing the critical role of understanding controlling shareholders and local business practices. He illustrates this with a fascinating tale of the "glass bottle wars" between Pepsi and Coke in Mexico City, highlighting how unconventional strategies can shape market dynamics. His insights underscore the importance of political governance and its impact on companies and stock performance.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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