LDEM - U.S. 2020 Election Investment Pulse: Resilience And Vulnerability In Emerging Markets
- I think China is the big one from a political perspective where we could see a positive outcome being a comprehensive review of US policy towards China.
- India is a fascinating market for investors. There are so many opportunities.
- I think that [South] Korean opportunities, given the valuations we see in the country, to us are very exciting.
- I think in emerging markets, the e-commerce opportunity remains appealing, and that's across a range of countries - in Taiwan and China and Russia and Korea and Latin America.
For further details see:
U.S. 2020 Election Investment Pulse: Resilience And Vulnerability In Emerging Markets