The Macro Brief by HSBC Global Research

EM’s rough ride

Oct 6, 2023
The podcast discusses the challenges faced by emerging markets, including higher bond yields and a stronger dollar. It also analyzes the impact of investor sentiment, inflation concerns, and the changing dynamics in emerging market investing. The chapter concludes with exploring the upside risks in the Chinese economy and highlighting preferred emerging markets.
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Episode notes
1
Introduction
00:00 • 2min
2
Emerging Market Sentiment and Inflation Analysis
01:59 • 2min
3
New Dynamics and Challenges in Emerging Market Investing
03:53 • 2min
4
Prospects for Emerging Markets and Regional Economic Outlooks
06:21 • 4min