November 19, 2025
China, capital and changing corridors: PWM Tea Break
Polina Kurdyavko from RBC Bluebay Asset Management shares her insights on the fast-evolving world of emerging markets, touching on China’s shifting influence, supply-chain realignments and the rise of new technological and industrial hubs across central and eastern Europe
Over coffee, she also talks about the pitfalls of blended capital and the challenges facing frontier economies.
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Further reading
Ahlström family rewrites rules of philanthropy
Fragile flows mask ‘borscht-belt’ opportunities
Ukraine’s dual-use tech seeks family backers
Blended capital: a new investment model for defence innovation
New solutions required to address frontier market indebtedness



