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November 2022 / PODCAST

China—The Interplay of Policy, Growth, and Geopolitics

Audio Series - T. Rowe Price EM-phasis: Shining a Spotlight on Emerging Markets

T. Rowe Price EM-phasis: An audio series for T. Rowe Price

Shining a Spotlight on Emerging Markets

Key Insights

  • Understanding the situation China is in today requires analysis of the policy around the housing sector.
  • Taiwan is not a black-and-white situation, and there continue to be offramps, but risks are rising.
  • Near-shoring and greater opportunities for frontier markets moving up the value chain mean that China’s slowing isn’t all bad news for the global economy.


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