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Talk Your Book: Emerging Market Fundamentals

Animal Spirits Podcast

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Analysis of Interest Rates, Inflation, and Stock Market Representation in Emerging Markets

Exploring the divergence in interest rates between developed and emerging markets and the associated refinancing risks. Additionally, analyzing the impact of inflation and energy prices on emerging markets, highlighting their relative resilience compared to developed markets, and addressing the underrepresentation of emerging markets in the global stock market.

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