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21-03-2025 · Podcast
Global markets are reeling from unpredictable US policy shifts – from tariff wars to geopolitical moves – all of which has left emerging market equity investors on edge. Positioning portfolios for 2025 and beyond demands a clear grasp of regional, country, and sector dynamics. Investors are looking for alternatives to US Big Tech companies and start adding regions with more attractive valuations and decent prospects.
Authors
Joshua Crabb
Head of Asia-Pacific Equities
Wim-Hein Pals
Head of Emerging Markets team
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