#8 GREED & Fear
Behind the Balance Sheet
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The Emerging Market Performance Hasn't Been as Bad as I Say
Mark zubatwold says emerging market performance has not been as bad as i say. Emerging markets under performence looks horrible on a chart, but at she is not essentially very distorted. That because it flexts the huge weighting of the chinese internet stocks. The Chinese government did there many spekes, made a lot of sense. They just didn't tell me what they cound do before they did it. A lot of what the chinese have implemented is what advocates of big tech regulation would like to see happen in the west. And if they did that, these stocks would be derated.
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