# 387. Can Asia and emerging markets keep winning?

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/387-can-asia-and-emerging-markets-keep-winning
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/387-can-asia-and-emerging-markets-keep-winning.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-03-12T00:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18827966-387-can-asia-and-emerging-markets-keep-winning.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18827966-387-can-asia-and-emerging-markets-keep-winning.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/387-can-asia-and-emerging-markets-keep-winning
Duration seconds: 1228

## Resource

Asia and global emerging markets delivered strong returns in 2025, but the big question is whether the rally can continue. We’re joined by Patrick Garvin, the client portfolio manager for the Invesco Asian and Invesco Global Emerging Markets fund. This episode explores the key forces shaping the outlook for the region, including earnings growth driven by the AI cycle, the impact of a weaker US dollar and changing policy dynamics in China. The conversation also examines risks such as geopoliti...

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