Emerging markets, AI, and shifting supply chains
Update: 2025-09-09
Description
Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.
1:00 – Top trend: AI
3:10 - Semiconductor supply chain
8:00 – The auto industry and US tariffs
10:30 – Domestic markets and differentiation
13:30 – Real estate and construction
15:35 – Focus on China
20:50 – Deep dive on Mexico
24:00 – Strong fundamentals in central Europe
25:30 – A weaker USD and the end of US exceptionalism?
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