For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Global Equity Investment Outlook – Q2 2024
In a year of political change, investors face uncertainty as fragmented allegiances and significant challenges shape the markets ahead of pivotal elections in Europe and the US.
