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.
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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.
Hosted on Acast. See acast.com/privacy for more information.