GAM Investments' Meera Patel: Where the investment opportunities lie at the G20 Summit

Emerging markets' changing habits

clock • 4 min read

India is hosting this year’s G20 presidency which begins on 9 September.

The summit will feature discussions around emissions per capita remaining highly divergent between Asia ex. China versus the US and Europe, fossil fuel reduction, and financing for developing nations ahead of COP28 in December, and these challenges bring opportunities. BofA: Investors lift economic expectations for Asia despite long-term concerns over China Alongside robust GDP numbers coming out of Southeast Asia, a combination of peaking rates and the rapid expansion of supply chains across the region driven by geopolitical tensions supports the case for investing in the region. ...

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