Wednesday, February 16th, 2022 A biweekly topical newsletter from CIO Emerging Markets This issue: Insights on investments in emerging markets. Risk Just How Would a Ukraine War Affect Stocks? History says it wouldn’t be so bad, per LPL’s Detrick—but his stats show it’s worse when the US ends up in a conflict. In-Focus How a Chinese Takeover of Taiwan Would Affect Investments The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong. Asset Allocation Thailand’s Pension Considering Investing in China and India Pension staff see developing countries as a good hedge in pandemic times. Asset Allocation Yale to Investigate Chinese Investments Over Human Rights Concerns A university committee will determine if any companies are ineligible for investment from its $42.3 billion endowment. Asset Allocation Why Is Africa’s Largest Pension Pulling Out of Africa’s Largest Asset Management Firm? Allegations of poor management and corruption are the root of the problem. Asset Allocation Tiger Global Makes First Investment in Pakistan Investments in Pakistani fintech startups are up 437% when compared to last year, according to Bloomberg. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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