Capital Allocators – Inside the Institutional Investment Industry cover image

Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Emerging Markets: New Opportunities Amid Change

This chapter explores the evolving landscape of emerging markets, discussing the shift from a pessimistic outlook to new growth opportunities influenced by changes in supply chains and commodity demands. It focuses on the investments in India and Africa, addressing challenges and reforms needed to optimize these economies while navigating the complexities of deglobalization.

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