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Podcast
37 min listen
The Investor's Guide to China podcast: The bull vs bear debate
Is China a treasure trove or a value trap? In this episode, we attempt to answer this question through a head-to-head bull versus bear debate.
Blog
2 min read
Chart Room: EM outperformance could be sustained, if commodities are a guide
This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.
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