The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
Monetary Matters with Jack Farley
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Economic Structures and Corporate Profit Potential in Emerging Markets
This chapter explores how economic frameworks in emerging markets like Brazil, Mexico, and India affect corporate earnings, especially under the influence of currency fluctuations. The discussion includes a case study of China to illustrate the disconnect between GDP growth and corporate performance, while emphasizing Brazil's market dynamics and potential for profit through domestic consumption.
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