Despite the backdrop of doom and gloom at the World Economic Forum in Davos, Marko Papic, Clocktower Group’s Chief Strategist is optimistic. He tells Andreas Steno Larsen exactly where he sees upside and why he’s bullish on commodities, China’s reopening, and emerging markets generally. Andreas then turns his attention to trade expression by sharing his favorite plays on this theme including dispersion in commodity sectors and European equities. Recorded on January 17, 2023.