Asia EM Cure for Global Malaise

Published on
September 27th, 2016
Duration
34 minutes

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Asia EM Cure for Global Malaise

Think Piece ·
Featuring Ajay Singh Kapur

Published on: September 27th, 2016 • Duration: 34 minutes

Having been ‘super bearish’ for five years on emerging markets and Asia (ex Japan), Ajay Kapur explains why he turned bullish on the sector earlier this year.

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Chapters

  1. 00:01:05
    Global Stagnation
  2. 00:09:05
    Emerging Markets
  3. 00:18:48
    China
  4. 00:25:11
    Macro View