Manage episode 294503854 series 2531027
Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation. They explain why ESG factors are so critical to sustaining long-term growth and performance in these markets.
04:13 — What's driven EMD markets so far this year
10:30 — Analyzing the impact of the pandemic on EMs
16:33 — Why economic growth may surprise to the upside
26:06 — The role ESG factors play in sustainable growth
34:06 — The ESG challenges that EMs present
37:59 — Building process to solve ESG challenges
42:05 — What to watch in the months & years ahead
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