After having started down almost 10% at the very beginning of the year, the Chinese market posted a stronger-than-expected rebound – thanks to government intervention and positive economic data.
On the latest Emerging Market Equity Quarterly Podcast – the show that looks at what happened in the recent quarter and provides our outlook for emerging markets as an asset class – Global Head of Equities Devan Kaloo joins host Tom Harvey to discuss the big bounce back to Chinese markets, along with covering the following in emerging markets:
- A brief recap of the first quarter
- The continued strength in the tech sector, led by artificial intelligence
- 2024’s plethora of general elections and their potential impact on the asset class
- Insights and outlook for the remainder of 2024
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