Beyond Borders: AI, Geopolitics & Growth in EMs
In this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties across emerging markets. From the impact of geopolitical tensions and trade shifts to the rapid adoption of AI and the growth potential in markets like China, India, and Vietnam, this episode uncovers strategies for identifying tomorrow's market leaders. Joseph shares why he believes long-term fundamentals, strong valuations and structural growth stories continue to make a compelling case for EMs.
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