Biden's US foreign policy would be positive for Emerging Markets

  • A break from Trump's style but not a restoration of Obama given post-2008 changes in big tech, China, GCC, oil, populism

  • Biden's most likely big changes: end China trade war and restart TPP, rejoin Iran nuclear deal and Paris climate accord

  • Little change likely on Africa, India, Israel, Russia, Venezuela, major wars. Overall, would be positive for EM
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