Tailwinds for emerging markets include the weak dollar and AI spending
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
Joined 2020
Articles from Zhikai Chen
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Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
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Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
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Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23
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China, Asia, global emerging market outlook - Restarting the growth engine
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22
Article
China, Asia, global emerging market equities: Light at the end of the tunnel?
After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though…
18/10/22