Navigating Emerging Market Risks and Opportunities

This chapter delves into the complexities of investing in emerging markets, focusing on equity market dynamics and the geopolitical risks faced by investors. By examining historical precedents and the effects of global crises, it highlights potential opportunities in distressed markets and the relative safety of certain East Asian economies. The chapter also discusses strategic approaches to navigating these investments amid challenges like fluctuating property rights and the impact of COVID-19.