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We need to talk about the ex – is EM as an asset class ready to separate from China?

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Manage episode 378553436 series 3378374
Content provided by abrdn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by abrdn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 378553436 series 3378374
Content provided by abrdn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by abrdn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.

  continue reading

31 episodes

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