2022 Global Investment Summit: Emerging Markets - Yesterday, Today, Tomorrow

Macro is important for emerging markets - much more so than other markets. Ian Beattie, Sub-investment manager of the Nedgroup Investments Emerging Markets Equity Fund, discusses why politics, geo-politics and, importantly, the institutional quality of the country are a crucial part of the analysis of any emerging market investments. He also talks about why their indicators are pointing to the near certainty of an economic recession on the horizon, where the possible sources of this will be and how major emerging markets, specifically in China and India, are likely to react.

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