Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Macro Hive Conversations With Bilal Hafeez
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Emerging Markets: Opportunities and Challenges
This chapter explores the speaker's journey into finance, ignited by a unique economics textbook, and analyzes the underperformance of emerging markets compared to developed ones. It discusses the potential for growth in these markets, specifically highlighting China's contrasting economic sectors and the implications of US policy on them. The chapter emphasizes the importance of localized factors in investing and the need for adjustments in Asian economies amidst changing global dynamics.
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