A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
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China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.