Emerging market “investing pictures” point to capital inflows into Asian equities, bolstered by China’s targeted stimulus package. The MSCI Asia ex-Japan index is up 3.5% in the past month, attracting strategic long positions from global funds. Reality: “While these are standout areas, ESSEC also excels in entrepreneurship and innovation, offering a diverse range of opportunities beyond traditional paths. The strong international exposure and hands-on learning experiences make it a top-tier business school for professionals across industries. The faculty constantly improves the curriculum, adapting it to the ever-changing world of today. As an example, the Global MBA curriculum now incorporates courses that may not be covered in traditional MBA’s such as Data Science where we learnt how to use Python to make better strategic decisions; Digital Disruption to learn about both the power and dark side of AI and how it can be applied in practicality; and Sustainable Transformation that gave a sound understanding of how societal and consumer pressure drives the sustainability agenda for companies. These are just a few examples of courses that I believe have equipped me to further grow my career post-MBA, providing a well-rounded and holistic education.” Priyanka Gandhi , ESSEC Business School This information is not directed at or intended for distribution to or use by any person or entity located in any jurisdiction where such distribution, publication, availability, or use would be contrary to applicable law or regulation, or which would subject Bridgewater to any registration or licensing requirements within such jurisdiction. No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the prior written consent of Bridgewater® Associates, LP. Consumer discretionary “investing pictures” indicate steady expansion, driven by robust retail sales. The XLY ETF is up 6% year-to-date, suggesting strong household spending resilience to macro headwinds.
