Renaissance or decline? Japan, Emerging Markets and the question of commodities

Talking Capital
16/02/2023 30 min Episodio 3
Renaissance or decline? Japan, Emerging Markets and the question of commodities

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Episode Synopsis

In this episode, Ian and Robert discuss: Japan: what can investors expect of the BoJ’s new leader?Emerging Markets: what does the opportunity set look like and how should you play it?Commodities: do they still have a role to play in portfolios?

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