Equity Research at Work
2Q 2020 EM Equity Outlook
Apr 2, 2020 · 17 min
Play episode
Portfolio manager Jin Zhang portends that now is a good time to allocate to emerging markets. Major EM countries can survive the short-term effects of a stronger dollar and have adhered to fiscal discipline. Jin anticipates resilience in e-commerce, online entertainment, IT services and memory chips.

See acast.com/privacy for privacy and opt-out information.

Clear search
Close search
Google apps
Main menu