China stocks' harsh loss as Xi wins: Emerging-Frontier Equity Monthly – October

  • In October, China down 16% and its largest Tech apps down 24%: Xi's coronation greeted with distrust by investors

  • Slightly weaker US dollar helps euro-related EM and LatAm. US semiconductor controls hit Taiwan more than Korea

  • Attractive value, eg manufacturing (Mexico, Vietnam), tourism (Thai, Georgia), commodities (Brazil, Chile), tech (China)
October 31st, 2022
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