Geopolitics and Asset Allocation: Re-think China and India
Today's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their strategies in the current environment? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with award-winning Dr. Dambisa Moyo of Versaca Investments. During the episode, Liqian and Dambisa take a tour of emerging markets to discuss the latest considerations regarding the geopolitical landscape, U.S.-China-India relations and impactful evolution of AI on developed markets in the space.
The skinny
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