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What Are Global Money Flows Telling Us?
Real Vision: Finance & Investing
Is the China Reopening a Good Idea?
Asia and Japan can weather this economic weakness this year, perhaps better than the US. Banks are benefiting a lot from speculation of BOG normalization. The FXI, China ETF is down 15% from the high right now. It's kind of a barometer of how much the China reopening is feeding into the markets.
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