Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
FICC Focus
00:00
China Reopening
I think in China, what I mean, this is a very sloppy reopening if you want to call it that. It's going to be fits and starts and it's going to have long run damage on the economy. But when I looked at the latin region, I certainly favor Chile as one of the beneficiaries of this. One of the trades I actually do like on the back of this is Long Chile and short Colombian peso.
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