WEDNESDAY, MARCH 11TH, 2020: DAY TWO – EMERGING MARKET SELECTION AND OUTLOOK
Wednesday, March 11th, 2020
China’s giant economy plays a major role in the global macro environment, while also bringing secondary effects on other Asian EMs and the EM sector as a whole. More than any other EM, local expertise is vital for understanding Chinese liquidity, providers, and how to get in and out.
• Describe how the ruling Communist Party will rely on economic policies to stay in power
• Recognize global leadership and development initiatives, such as BRI, as underlying drivers for policy thinking
• Prioritize local expertise in Hong Kong and mainland China