Ep. 340: Robert Koenigsberger on EM Cycles, China’s Turnaround, and the New Era of Private Credit
Robert Koenigsberger explores the 2025 shift in Emerging Markets, from caution to FOMO. He discusses the 'submerging' market phenomenon, China’s turnaround, and why fiscal behaviors in developed nations are creating a new paradigm for global investors in private credit.
