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Video: Goldman Sachs AM on EM equities

After outperforming in 2017, EM equities have been down this year. Hiren Dasani, managing director and co-head of emerging markets equity at Goldman Sachs Asset Management, explains how he is weathering the storm.

Dasani presented at the recent FSA Investment Forum in Bangkok on “Emerging market equities: weathering the storm”.

In the video, he explains where he is over- and underweight in EM equities and lays out the biggest risk to his investment thesis.

Part of the Mark Allen Group.