HSBC Global Viewpoint The Macro Brief - What next for emerging markets?
Jul 21, 2023
Discussion on the performance and risks of emerging markets, investing strategies based on interest rates, examination of sentiment towards China's economy, selective strategies in emerging markets, and key catalysts for emerging markets.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Investing in Emerging Markets and Base Effects on Inflation
02:31 • 4min
Examining Sentiment Around China's Economy and Investor Positioning in Emerging Markets
06:31 • 2min
Taking Insurance and Selective Strategies in Emerging Markets
08:58 • 2min
Key Catalysts and Strategies for Emerging Markets
10:35 • 3min