The technology trends to benefit from in emerging markets
Trade war shows 'no signs of abating'
Xavier Hovasse, head of emerging equities at Carmignac
Over the past months, emerging markets experienced an increasing risk-off period, taking a hit from the "alignment of the stars" - a combination of rising US interest rates, dollar appreciation and major political tensions pitting the United States against China, Russia and Turkey.
The trade war engineered by the White House for the past several months shows no signs of abating and its impact on growth is already being felt in Asia, where PMI surveys - particularly New Exports indices...
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