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Is China's Xi the New Mao?

Bloomberg Businessweek

Is the Value Versus Growth Debate Going Back to the 90s?

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Carol Costello: Is it because of the high rate environment that we're in, that we're kind of going back to the 90s when it comes to rates? She says companies that were losing money have been able to continue accessing capital markets for a decade. "We're discovering that some of those business models might not hold up in a higher rate environment," she says.Costello: With all the news out of China, are you having a rethink on semiconductor manufacturing has been a big position for you guys.

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