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US Recession Call Trickier Than Ever
Bloomberg Businessweek
Emerging Markets Internet Index
The thesis of emqq is pretty simple you've got six and a half billion people in emerging markets. When it comes to smartphones and e-commerce china is the most developed country on the planet. In many ways they are the jetcens so it's obviously a china play that's your biggest exposure but you do have exposure to south korea india and elsewhere around the world.
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