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This episode takes you inside the October 2025 IMF meetings in Washington. Portfolio Manager Tomi Einesalo shares what drove the more upbeat mood this year and why policy credibility matters again for emerging markets. He discusses the shift toward faster debt resolutions and the growing focus on developing local investor bases. Tomi also highlights a few countries that stood out for reform progress and explains what this means for active investors in today’s environment.

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4 episodes