Goldman Sachs Exchanges

Is it time to invest in emerging markets?

Feb 28, 2023

24:38

Episode guests

Kay Haigh

Hiren Dasani

Highlights

AI Chapters

Episode notes

The Impact of Rising Rates on Emerging Markets

02:57

How Will the War in Ukraine Affect Foreign Bondholders?

01:54

How India Outperformed China in 2022?

03:22

Introduction

3min

The Impact of Rising Rates on Emerging Markets

3min

Emerging Market Central Bank Response

2min

Is China Reopening a Good Thing?

2min

How India Outperformed China in 2022?

3min

EM Corporate Earnings Growth for Year of 2023

2min

Emerging Market Liquidity

3min

How Will the War in Ukraine Affect Foreign Bondholders?

2min

Emerging Markets - Where Do You See the Most Value?

3min

10.

Exchanges at Goldman Sachs Podcast

2min

As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani, co-head of emerging markets equity, within Goldman Sachs Asset & Wealth Management, discuss the recent rally in emerging markets and the outlook for 2023.

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