Second tranche of comments on emerging markets from our December webinar with Evenco International and Bloomberg Intelligence.

Main question: how does the US-led re-wiring of the global economy impact emerging markets and where will opportunities be.

Judging from where we are in the current historical cycle, global mobility is necessary. We feel Dub...

2024 is proving to be an eventful year. Surely the US presidential elections in November carry most ...

Takeaway: China remains glued to its export business model, with an ever-present government support....