Emerging markets has under performed over the past thre to five years relative to developed markets, especially us. But i would say, you know, things operate in cycles. What we are coming up on is a cycle where developed markets have out performed... And partly for good reason. Like developed markets have delivered strong earnings growth and you've seen strong tex cycle,. which has delivered earnings and fundamental growth.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode