Emerging Markets Grapple with US Tariff Policy: Key Insights from Portfolio Managers
According to Jae Lee from TCW Emerging Markets Group, the uncertainty surrounding U.S. tariffs weighs heavily on emerging markets. As firms brace for potential repercussions, a risk premium is increasingly factored into market prices. In the coming months, companies are likely to pivot their forecasts, looking toward markets such as China and Europe for more actionable insights. Understanding these trends is crucial for investors seeking to capitalize on emerging opportunities by analyzing global economic indicators and adjusting their strategies accordingly.
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