How to Position Yourself in the Emerging Markets

The best sector to be positioned in is the consumer discretionary sector when interest rates and inflation are coming down. I would also, at least from a relative perspective, suggest that you look towards such sectors relative to financials, energy and real estate. If you want to be long risk assets, you need to belong those assets with a high duration sensitivity since I think interest rates will drop due to this. We have a question from Gary asking which banks globally I find to be the most risky in the current environment.