cover of episode Top of the Morning: Emerging Markets - US Election Implications

Top of the Morning: Emerging Markets - US Election Implications

2024/3/28
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Shownotes Transcript

Our conversation outlines the implications of potential outcomes of the 2024 US Elections to emerging market economies and markets. We also cover positioning considerations, spanning China, Mexico, India and Brazil. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy