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P&I Emerging Markets Webinar - 5.22 by smsalman is a document available to read on EtoBox.

The document discusses the current state and future prospects of emerging markets (EM), highlighting factors such as inflation trends, capital expenditure (Capex) growth, and technological advancements. It emphasizes the potential for EM to outperform developed markets due to shifts in global investment patterns, green energy transitions, and the recovery of earnings outside of China. Additionally, it notes the importance of dividends in total returns for EM investors.

Author
smsalman
Language
EN