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The 2022 Emerging Markets Roundtable: Seizing Alpha Opportunities

Emerging markets are a very diverse set of countries and regions, and provide ample opportunity to generate alpha. 

 

Highlights

  • Emerging markets are coming out of the pandemic much stronger and growth is starting to pick up
  • The Russia-Ukraine conflict is going to impact commodity prices and likely have long-term impact on oil and gas
  • China has faced volatility in the short term but has enough buffers to remain resilient 

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