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Wealth Tracker: Can emerging markets continue their monthslong rally?

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Manage episode 490535713 series 2467889
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Emerging markets are on a hot streak, with currencies climbing, local bonds attracting fresh inflows, and equities outperforming their developed market counterparts. The rally has sparked optimism among global investors—but it’s also raising eyebrows.
Beneath the surface lies a complex mix of geopolitical flashpoints, trade policy uncertainty, and stretched valuations, all of which could challenge the staying power of recent gains.
Can this momentum hold as we move deeper into the year? Are investors overlooking key risks in their chase for returns? And what might tip the balance between resilience and reversal in emerging markets?
On Wealth Tracker, Hongbin Jeong speaks to Gary Tan, portfolio manager for the Intrinsic Emerging Markets Equity team at Allspring Global Investments, to find out more.

See omnystudio.com/listener for privacy information.

  continue reading

4692 episodes

Artwork
iconShare
 
Manage episode 490535713 series 2467889
Content provided by SPH Radio and MONEY FM 89.3. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SPH Radio and MONEY FM 89.3 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Emerging markets are on a hot streak, with currencies climbing, local bonds attracting fresh inflows, and equities outperforming their developed market counterparts. The rally has sparked optimism among global investors—but it’s also raising eyebrows.
Beneath the surface lies a complex mix of geopolitical flashpoints, trade policy uncertainty, and stretched valuations, all of which could challenge the staying power of recent gains.
Can this momentum hold as we move deeper into the year? Are investors overlooking key risks in their chase for returns? And what might tip the balance between resilience and reversal in emerging markets?
On Wealth Tracker, Hongbin Jeong speaks to Gary Tan, portfolio manager for the Intrinsic Emerging Markets Equity team at Allspring Global Investments, to find out more.

See omnystudio.com/listener for privacy information.

  continue reading

4692 episodes

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