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Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

Odd Lots

CHAPTER

Economic Crises and Emerging Markets

This chapter examines the risks associated with the banking system, highlighting concerns about U.S. Treasuries and the lack of reliable safety nets. The discussion shifts to urban development in China, investment strategies, and the gap between GDP growth and actual wealth creation in emerging markets. It also explores the impact of wealthy individuals relocating to luxury destinations and the socio-political implications of their migrations.

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