Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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How to Assess India in the Way You Want To
There's so much uncertainty about the sequencing of everything. And what does Erdogan do if he wins? I think they're running out of tools in the toolbox to keep financial stability. India is much more of an equity story than a credit story, and it's very hard to access credit there. So for us, there's just, there's a lot of headwinds.
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