China stocks' harsh loss as Xi wins: Emerging-Frontier Equity Monthly – October
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In October, China down 16% and its largest Tech apps down 24%: Xi's coronation greeted with distrust by investors
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Slightly weaker US dollar helps euro-related EM and LatAm. US semiconductor controls hit Taiwan more than Korea
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Attractive value, eg manufacturing (Mexico, Vietnam), tourism (Thai, Georgia), commodities (Brazil, Chile), tech (China)
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.