China and Tech lead the charge in EM: Emerging-Frontier Equity Monthly – January

  • China up 17% (zero-Covid and Tech regulatory eases, property support), Korea-Taiwan also up 15% (ie Tech revisited)

  • India underperforms (less of bargain in a broad rally, overseas reputational damage for PM Modi and Adani group)

  • Our top country picks: China, Korea, Taiwan in large EM, and Vietnam, Dubai, Hungary in small EM
January 31st, 2023
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