Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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Russia's Invasion of Ukraine
The Russia-Ukraine war has been a notable EM issue in the past year. In January, one of our investment committees was told there's a 40% chance that Russia will invade Ukraine. And we're like, it sounds like a coin toss or sounded like a Coin toss for invasion. We just didn't want to be involved with any kind of military action on their part.
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