Emerging Markets Outlook
Marko shares a surprising bullish perspective on emerging markets, highlighting the recent valuation reset following the pandemic. He argues that the ongoing US-China trade war could actually present growth opportunities for emerging markets, as supply chains are rewired. With currencies at lower levels and a generally pessimistic outlook, he sees potential for countries like Mexico to benefit from this shift.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Related Questions
How will the changes brought about by the realignment of global power, as discussed in the episode Emerging Markets Have Never Experienced A Crisis Like This Before and the clip Post-Crisis Economic Behavior, impact global trade dynamics and the balance of power in the coming years?
Is China's economy recovering as discussed in the episode Emerging Markets Have Never Experienced A Crisis Like This Before and the clip Post-Crisis Economic Behavior?
How are market cycles changing?