Top of the Morning: Emerging Market Equities - Positioning update & outlook

21/10/2025 13 min

Listen "Top of the Morning: Emerging Market Equities - Positioning update & outlook"

Episode Synopsis

Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO’s recent upgrade of Emerging Market equities, along with Mainland China and the China tech sector. Plus, thoughts on key risk events and opportunities outside of China to be mindful of. Featured are Xingchen Yu, Emerging Markets Strategist Americas, & Laura Smith, Investment Specialist, UBS Chief Investment Office. Host: Daniel Cassidy

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