Advances in technology have increased globalisation and made emerging market (EM) economies attractive for investors since hyperglobalisation began in the early 1990s. But the rise of technology could threaten outsourcing models and growth within emerging market economies. Is it time for investors to start to rethink their emerging market investing strategies?
In episode 11 of The Flip Side, Marvin Barth, Head of FX & EM Macro Strategy, and Andreas Kolbe, Head of EM Credit Research, debate the various factors investors should consider when rethinking investment in emerging markets. They discuss the effect of robotics and AI on production, how foreign direct investment could shift away from recently matured economies, the risk of political crises and whether natural resources in emerging market regions are undervalued by investors.
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