Surveillance: Tech Downside with Wilson
Bloomberg Surveillance
00:00
Investment Implications for Emerging Markets
I don't think EM is a one size fits all in terms of the framework or model that you need to use. Slow globalization as the IMF has coined the term is not a positive for the EM asset class as a whole. There are areas that are going to be growing and perhaps benefiting from this. Countries like Mexico, countries like India, many other smaller emerging markets that perhaps have a niche in particular parts of the supply chain.
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