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Can China Avoid an Economic Collapse? with Alex Campbell

WTFinance

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Is This Going to Impact Asset Allocation?

Anyone who's short dollars, right? And I guess that would go to other emerging markets as well. They're going to be really impacted by the continued tightening of the Fed. The issue is that you create leverage, you create a lot of dependency on rates in your portfolio. As that cycle unwinds, it's not just that interest or higher and asset prices are lower. It's that the people usually providing capital to those markets are actively in pain now.

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