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Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
The Value Versus Growth Dynamic in the Chinese Stock Market
The Chinese stock market today is at about the same point, I think, as in 2007. It's not expensive and there are many good companies. Once the Chinese investors realize how problematic their one-sided investment in real estate is, there could be a shift into equity. The more volatile period you see over the next six months where commodities get crushed, that's typically not good for emerging markets.
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