
Why China’s Real Estate Crisis Is Different
What Goes Up
Emerging Market Elections: Short-Term Volatility, Long-Term Opportunities
This chapter focuses on upcoming elections in major emerging market countries, such as Argentina, and how it impacts investment strategies. Despite short-term negative sentiment and volatility, the speakers highlight the cheap valuation of EM stocks, suggesting dollar-cost averaging for long-term investing. They also discuss the importance of innovation in the US and imitation in EM for global growth.
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