Webinar Registration

November 29, 2023

11:00 AM (EST)
4:00 PM (GMT)

1 HR
with Q&A

EM ex-China Behind The Wheel, China In The Backseat

November 29, 2023- 11:00 AM (EST)

Key issues to be addressed:

  • When should India matter more than China for markets?
  • Under what circumstances will global investors embrace risk (and EM assets)?
  • How much of a weak China is cyclical vs. secular?
  • Cyclical outlook: EM growth is firming, while central banks are cutting policy rates.
  • EM equities: constructive earnings and policy outlook at attractive multiples. Will it matter?
  • Favorable risk/reward profile for EM currencies and bonds in all but a deep U.S./global recession scenario.

The Zoom call details will be forwarded in a calendar invite upon registration.

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