The tables have turned, and EM might benefit from it
Mar 21, 2025•27 min•Season 7Ep. 3
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Episode description
Global markets are reeling from unpredictable US policy shifts – from tariff wars to geopolitical moves – all of which has left emerging market equity investors on edge. Positioning portfolios for 2025 and beyond demands a clear grasp of regional, country, and sector dynamics. Investors are looking for alternatives to US Big Tech companies and start adding regions with more attractive valuations and decent prospects.
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