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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Are They Going to Be Hurt by the China Reopening?
India has been having a nice run of it lately in their equity market. They're one of the most expensive markets that we track, but they've got a lot going for them. The first adjustment will be every emerging market fund to sell India and buy China. Once you pass that phase of portfolio readjustments, which will probably take six to nine months, then India's fine.
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