Panel: Balancing Dragons and Tigers: Recalibrating EM Strategies Amidst India's Rise and China's Shift

Join us for a compelling discussion on the pivotal forces shaping the global emerging market investment landscapes, exploring how global EM managers are recalibrating their strategies in response to the recent movements. India's ascendant role in global fixed income and EM indices stands in stark contrast to China's moderated growth trajectory —presents both challenges and opportunities. The session will unpack the nuanced valuation frameworks employed across diverse emerging markets and the macroeconomic undercurrents that influence these markets, with a particular emphasis on India’s trajectory. We are looking to decode how EM managers are tactically navigating their portfolios amidst the evolving equilibrium between India and China. This session is crucial for investors looking to confidently navigate these dynamic and evolving markets amidst global uncertainties.