Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department. 

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You can email Robert Armstrong at [email protected] and Katie Martin at [email protected]. 

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Read a transcript of this episode on FT.com

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