Juan Torres
Co-portfolio manager for Emerging Market Equities at Neuberger Berman with expertise in country-level value investing across EM markets and experience analyzing China, Indonesia and Taiwan.
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Feb 19, 2026 • 60min
Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06
Juan Torres, co-portfolio manager for Emerging Market Equities at Neuberger Berman, explains country-level value investing across EM markets. He discusses valuation dispersion and why the cheapest quintile stays attractive. He covers Taiwan's concentration risk around TSMC, bank balance-sheet checks in EM, currency hedging philosophy, and why price can make any country investable.
