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Podcast: Is the eternal promise of emerging markets starting to materialize?
Many investors are still underweight emerging market equities. While the asset class outperformed developed markets by a wide margin in the first decade after the millennium, emerging market equity returns have since lagged, leaving investors with a degree of skepticism.
But, looking ahead, one cannot deny the immense promise that many emerging markets now offer – tech innovation, new infrastructure, and demographic trends combined with greater macroeconomic stability. Tune in to hear the views of Vicki Chi and Karnail Sangha.
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