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Episode 35: What’s next for emerging markets post pandemic?
Manage episode 336708511 series 3378360
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Listen to Head of Systematic Equity Kunal Ghosh discuss the latest trends in emerging-market equities, including what’s in store for the Chinese economy, the impact of the tech crackdown on investors’ confidence, the state of the real estate market, and the consumer outlook. Also: Kunal analyzes opportunities in other emerging markets such as Russia, India, Brazil (hint: think IPOs), and much more.
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