Behind the Markets Podcast: Nir Kaissar
Behind the Markets Podcast
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The Role of Geopolitics in Emerging Markets
The only thing that seems to unite U.S. politicians is trying to get tougher on China. I think geopolitics is definitely a risk, but there's another set of risks in terms of what happens inside the country. You're also inherently investing in a place that could realistically seize assets. And so you have to be very serious about that in the emerging market.
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