Episode Details

Top of the Morning: Asia’s strategic edge - Diversification, resilience, and opportunity in a shifting world In this episode, Emerging Markets Strategist Americas, Xingchen Yu, explores why Asia is central to global portfolios, highlighting its leadership in technology and AI supply chains as well as its resilience in the face of geopolitical shocks. We discuss how investors can find both opportunity and stability across the region and asset classes, and share key takeaways from the latest IMF meetings, including Asia’s policy outlook and the rising importance of structural reforms. Host: Bryan Contreras