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On China: Not a typical emerging market crisis

The market’s optimism of recent years seems to have ended. Yet China has all the building blocks of a powerful recovery when Covid lockdowns end.

  • James Syme
01 Dec 2022
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View PDF   Download PDF  

Disclaimer

The views expressed are those of the portfolio managers as of December 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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