Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Macro Hive Conversations With Bilal Hafeez
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Market Positions in China, India, and Mexico: A Detailed Analysis
This chapter offers an in-depth analysis of market positions in China, India, and Mexico, focusing on current sentiments and valuations. It highlights the cautious optimism in the Chinese stock market, the appeal of India's bond market to foreign investors, and shifts in Mexico's investor landscape due to constitutional changes.
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