7min chapter

Animal Spirits Podcast cover image

Talk Your Book: Emerging Market Fundamentals

Animal Spirits Podcast

CHAPTER

Emerging Market Performance and Catalysts for Future Outperformance

Exploring the reasons for underperformance and potential catalysts for future outperformance of emerging markets compared to the US stock market, including the impact of tech exposure, currency trends, and a potential dollar reversal. Discussing the diversity of emerging markets beyond China and analyzing strong performers like Mexico, India, Indonesia, and Taiwan.

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