Emerging Market Insights
Ben discusses the current state of Japan's economy and the importance of companies improving shareholder returns. He emphasizes that emerging markets are not a monolith, highlighting the unique risks and opportunities in countries like Turkey, Russia, and China. Notably, he points out that while Russia's market is currently undervalued, potential improvements in governance and economic conditions could lead to significant returns for investors.In this clip
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Masters in Business
Ben Inker on Value and Asset Allocation (Podcast)
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