Is There A Bullish Case For EM ex-China? (Part 1)
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Some investors have thrown in the towel on investing in Chinese equities, instead deploying capital in EM ex-China – or at least contemplating doing so. This report examines the merits of investing in EM ex-China stocks and concludes that EM – whether including or excluding China - will continue underperforming DM equities.
Investigación BCA | CoreMacro
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