Mark believes Trump’s latest tariff hike has ushered in a new era of global trade.
With an improving policy environment, the Chinese stock rally likely still has some room to run.
Mark believes Mexico can no longer afford to depend so heavily on the US and needs to broaden its trade ties.
Argentina’s economic transformation leads Mark to believe that the country might finally break free from its cycle of crisis and stagnation.
Mark remains bullish on South Korean stocks even as the country goes through a period of political turmoil.
Mark launches a “Then vs. Now” series exploring how emerging markets have evolved over the past 16 years, starting with India.
Pied Piper of Emerging Markets