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Are emerging markets back?
Manage episode 445318748 series 3483934
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Hosted on Acast. See acast.com/privacy for more information.
141 episodi
Manage episode 445318748 series 3483934
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Hosted on Acast. See acast.com/privacy for more information.
141 episodi
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