
Michele Aghassi - Unintended Bets Everywhere (S6E7)
Flirting with Models
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The Impact of Removing China on Emerging Market Indexes
China is the largest weight by far of any of the countries in emerging markets. China does pose some unique risks, whether with respect to geopolitical tensions or government regulation. The good news is that many of these frictions have appeared to deescalate recently.
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