• Unlike during the rise of globalization and the commodities super-cycle 20 years ago, emerging markets (EM) now face a host of unique conditions that will help determine their attractiveness for investors.
• The multipolar world that is developing is one in which each region strives to control a greater portion of its key economic inputs and processes.
• Both China and the U.S. are likely to reverse the past two decades’ economic tactics, with the former seeking to increase innovation and the latter reshoring manufacturing capabilities.

Read More