China has a pulse! But EM lags Mag7: Emerging-Frontier Equity Monthly — February

  • Rhetoric, personnel and policy changes boost cheap China equities, albeit no comprehensive plan for structural problems

  • Large EM preferences: China > India, Korea > Taiwan, Brazil > Mexico, Saudi > South Africa, Thailand > Indonesia

  • Small EM preferences: Vietnam > Philippines, Turkey > Greece, Kenya > Nigeria, Pakistan > Sri Lanka, Colombia > Peru
February 29th, 2024
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