
The EM Financial Stability Report Card | Rohit Goel on Emerging Markets, Dollar Dominance, and Term Premia
Monetary Matters with Jack Farley
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Navigating Earnings Growth in Emerging Markets
This chapter explores the complexities of earnings growth in relation to GDP within China's evolving economic landscape, discussing the divide between state-owned enterprises and private companies. It highlights the impact of geopolitical tensions and inflation on investment strategies, particularly in emerging markets like India and Argentina. The conversation emphasizes the importance of understanding diverse economic contexts and cautious investment approaches in response to fluctuating market dynamics.
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