Sudarshan Murthy: ‘These Countries Are in Much Better Shape Than They Were 10 Years Back’
The Long View
Navigating Emerging Markets: Trends and Insights
This chapter explores the performance and trends of emerging market equities, emphasizing historical insights and cyclical patterns. It discusses the influence of U.S. interest rates, currency fluctuations, and the impact of economic reforms in countries like India and Brazil on investment strategies. Additionally, it contrasts China's economic growth with its stock market performance, highlighting the potential for diversification in emerging markets while focusing on sustainable earnings growth.
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