News Snapshot:
Meanwhile, on the geopolitical front, “tectonic” shifts are underway, according to Polina Kurdyavko, head of emerging markets at BlueBay Asset Management. “On China, a new geopolitical landscape is being formed. The withdrawal of troops from Afghanistan and a military alliance between US, Australia and UK are all part of a long term, strategic focus on countering China’s regional influence in our view,” she said. “Against these top down thematic factors, a number of countries will have significant domestic developments; policy shifts in Argentina and Tunisia come to mind, as well as elections in Colombia and Brazil. [Industry Voice: Investing in...
