Emerging Markets Are En Vogue
From Global Macro Update by Mauldin Economics
February 13, 2026 · 43 min
About this episode
Louis Gave discusses emerging markets and various economic relationships.
Gavekal CEO Louis Gave is here this week to discuss emerging markets, China's manufacturing edge, Japanese bond yields, and the broken relationship between Canada and the US. If you're discovering emerging markets for the first time (or think you already understand them), this conversation is for you.
People in this episode
Guest: Louis Gave
Topics covered
- emerging markets
- China
- Japan
- bond yields
- Canada-US relations
Keywords
- emerging markets
- China manufacturing
- Japanese bond yields
- Canada US relationship
- Gavekal
Mentioned in this episode
Organizations: Gavekal
Places: Canada, US, China, Japan
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