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Top of the Morning: Emerging Markets - Back in the spotlight

UBS On-Air: Market Moves

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Key Drivers Impacting Emerging Markets in 2025

This chapter examines the significant factors affecting emerging markets as they near mid-2025, focusing on U.S. policy impacts, trade strategies, and geopolitical risks. The discussion further explores the implications of de-dollarization and advancements in artificial intelligence on future investment decisions.

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