Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group of Morgan Stanley Investment Management, joined Bloomberg Surveillance to discuss her views on 2025 thematic investing ideas.

Emerging markets are buzzing with renewed manufacturing activity after years of sluggishness. This resurgence is fueled by strong government support, improving macroeconomic conditions and new supply chains. Amy Oldenburg, Head of Emerging Markets Equity highlights a recent report by Jitania Kandhari and Saumya Jain explaining the transformational changes that are taking place.

A revival in emerging markets capital expenditure is being supported by governments and improved macro conditions.