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3min chapter
Chinese Yuan Plummets, What Next?
Market Depth
The Potential for a Not So Good Setup in US Equity Markets
Japan is getting inflows at the expense of China from capital allocators. If that sentiment then starts to hit markets and starts to get priced into markets, well, Japan is a far, far, you know, a longer way to fall from way higher up. The other alternative is that China somehow picks itself up from its bootstraps and meets Japan higher. And I don't really see the latter happening as the likelier scenario.
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