We're at a Big Macro Turning Point
Real Vision: Finance & Investing
00:00
Emerging Markets: Can They Perform Well Without China?
I think we're going to be in a world where investment spending is much bigger and commodities are much more responsive to investment. So I think net, this is kind of favourable environment for emerging markets. But again, it's going to be about dispersion, diversity and those that have an energy need are going to be struggling. Those that maybe don't might be the ones we want to look at or do you see it being broad based emerging markets? Yeah, I think you need to be discerning.
Play episode from 41:02
Transcript
