• We need to talk about the ex – is EM as an asset class ready to separate from China?

  • Oct 2 2023
  • Duración: 25 m
  • Podcast

We need to talk about the ex – is EM as an asset class ready to separate from China? Por arte de portada

We need to talk about the ex – is EM as an asset class ready to separate from China?

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  • Resumen

  • In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.

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