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1) How the Fed and de-globalisation impacts EM. 2) Democratic commodity EM vs autocratic manufacturing EM. 3) China’s COVID policy and what it means for macro. 4) Are investors too pessimistic on China growth? 5) China’s new types of stimulus. 6) Chinese yuan weakness and tariffs. 7) China/Taiwan risks. 8) Modi’s performance as India PM. 9) India’s inflation challenge. 10) Flows from China to India. 11) Brazil’s commodity play. 12) Leftist politics in Latin America. 13) Latam’s inflation sensitivity
4.5
9090 ratings
1) How the Fed and de-globalisation impacts EM. 2) Democratic commodity EM vs autocratic manufacturing EM. 3) China’s COVID policy and what it means for macro. 4) Are investors too pessimistic on China growth? 5) China’s new types of stimulus. 6) Chinese yuan weakness and tariffs. 7) China/Taiwan risks. 8) Modi’s performance as India PM. 9) India’s inflation challenge. 10) Flows from China to India. 11) Brazil’s commodity play. 12) Leftist politics in Latin America. 13) Latam’s inflation sensitivity
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