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The view across global emerging markets

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Learning: Unstructured

As the year draws to a close, Jorry Nøddekær takes us on a whistlestop tour across global emerging markets, exploring the opportunities for stockpickers across a troubled China, off-benchmark Vietnam, and strongly performing India. Jorry also explains how Latin American economies stand to benefit from interest rate cuts in 2024, and why he believes that the strongly performing tech sector still has considerable upside. After a tough couple of years, he explores the powerful combination of factors that could lead to a turnaround for emerging markets.