BVTV: A sign of the times – how political risk has become a DM not EM problem
We are kicking off the week with an emerging markets special on BVTV, as I talk all things EM with my equity market colleague Michael Bourke. Tune in to hear us discuss:
- What has been driving the positive EM momentum so far this year and what should investors look out for?
- Further signs of improving EM fundamentals in 2017
- The implications of the shift in political risk away from EM towards DM
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