The Drivers Of EM Equities

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets Strategist Arthur Budaghyan about EM equity dynamics. What are the key drivers of the EM equity index? Do the relatively cheaper valuations make a compelling case for EM stocks? And will the pivot to interest rate cuts boost economic conditions in EM economies?

Om Podcasten

A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.