The EPFR Exchange Podcast

Emerging Asia, Semiconductors and Rate Hikes

October 25, 2022 Kirsten Longbottom & Cameron Brandt
The EPFR Exchange Podcast
Emerging Asia, Semiconductors and Rate Hikes
Show Notes

In the last episode of EPFR Exchange, we take a deep dive into Emerging Asia as politics hit the headlines with the reaffirmation of current policies in China and countries with  strong technology and semiconductor universes caught the eye of investors. Tying together all the threads into a coherent investment policy program is not for the faint of heart. In the fixed income space, are central banks seeing an end to the tightening of policy in the future? How do “zombie companies” play a role? What major headwinds will continue to blow out of war-torn Ukraine?