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Emerging markets are underpinned by strong fundamentals and undemanding valuations and are likely to be supported by US rate cuts, which are expected to start some time in 2024.
How can an effective business strategy help meet the 2030 SDGs?
Tiago Rodrigues discusses 'nearshoring' and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.
We consider why policy directionality and geopolitical trends bode well for India’s long term outlook.