Investment Opportunities: dispersion, Emerging Markets and commodities

Talking Capital
07/02/2025 29 min Episodio 48
Investment Opportunities: dispersion, Emerging Markets and commodities

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Episode Synopsis

In this episode, Ian and Robert discuss:Dispersion: what does it mean in a financial context when does it represent an investment opportunity?Emerging Markets: why are EM equities appealing right now, and how is China influencing them?Commodities: what is the current opportunity set and are gold miners still an attractive opportunity?

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