Club, Glue and Platform

07/31/2019

Laura Geritz of Salt Lake City's Rondure Global Advisors describes the thematic “neighborhoods” she’s finding most attractive around the world today, which country she considers fertile ground for value, which country she considers fertile ground for value traps, and why she sees unrecognized upside in Radico Khaitan, Philippine Seven, ABC-Mart and Puma.


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