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Talking Markets ‘Equities edition’ with Melda Mergen (Columbia Threadneedle) & David Lefkowitz (UBS CIO)
UBS On-Air: Market Moves
Strategic Positioning in Emerging Markets
Exploring the advantages and considerations for investors in focusing on emerging markets, particularly emphasizing opportunities in China and the strategic importance of exposure to these markets. Discussions also include supply chain re-optimization, energy transition themes, and potential growth within emerging markets through active management.
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