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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Is China on Emerging Markets?
China is the second biggest economy in the world, and it's the primary source of growth for most emerging markets. Indonesia, Brazil, South Africa, Mexico, India have all outperformed the US bond and equity markets in spades over the past year. If we'd had this chat a year ago, we would have said, oh my God, just avoid emerging markets. It's going to be a bloodbath, right? Tied a Fed, strong US dollar, weak China.
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