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Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.
As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
