Attention Economy


Wednesday, November 13, 2024

Emerging Markets - Divergence Ahead?

Trump Promised Policies Complicate Emerging Markets Trade
https://www.wsj.com/finance/currencies/trump-promised-policies-complicate-emerging-markets-trade-ce6cb7ba
India and Brazil may emerge as winners, while China and Mexico look perilous. 

How Asia can strengthen its trade, manufacturing as Trump returns
https://www.scmp.com/opinion/asia-opinion/article/3286159/how-asia-can-strengthen-its-trade-manufacturing-trump-returns
Staying ahead will require diversifying in hi-tech sectors, boosting workforce resilience and advancing sustainable supply chains.


Lazard, King of Emerging-Market Debt, Faces a New World Order
https://www.bloomberg.com/news/features/2024-10-01/lazard-investment-bank-s-government-debt-business-squeezed-by-china-new-rivals
Along with the demands of China and debt investors, the company faces more vigorous competition, including from its own former bankers.