Why a multipolar world is good news for emerging markets
As geopolitical alliances are redrawn and energy security returns to the agenda, is China's evolving role reshaping the emerging markets outlook?
Many investors still underestimate how geopolitical fragmentation is reshaping trade, technology and resource flows across emerging markets.
In the latest insight, Polar Capital fund manager Palvir Bahia explains how China's growing influence is creating new opportunities across emerging markets and where her team is finding long-term value.
Access this EM Watchlist to learn:
- Why geopolitical fragmentation could create new opportunities in emerging markets
- How China is strengthening its position in AI, trade and critical resources
- Where the team sees long-term potential across China, India and Brazil
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