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Why Are Developing Market Conglomerates so Common?
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Why Are Developing Market Conglomerates so Common?

Plus! Xtivision; Covid Redistribution; Pricing Power; Institutional Landlord Competition; Defeating Duration

Byrne Hobart
Jan 19
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Why Are Developing Market Conglomerates so Common?
www.thediff.co

In this issue:

  • Why Are Developing Market Conglomerates so Common?

  • Xtivision

  • Covid Redistribution

  • Pricing Power

  • Institutional Landlord Competition

  • Defeating Duration

Why Are Developing Market Conglomerates so Common?

In most rich countries, the default structure for a company big enough to be publicly traded is that it's either in one industry, or it's verticall…

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