Emerging market equities: CapEx, chips, and a charging China

from Aberdeen Quarterly Perspectives · host Aberdeen Investments

From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.

Episode metadata supplied by the publisher feed · Published Oct 20, 2025

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Emerging market equities: CapEx, chips, and a charging China

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