#197 Is the stock market the economy?
Word on the Street
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Emerging Markets Over Developmental Markets
Going into 2023, we continue to favor developed market equities over emerging markets. We think on balance, a global downturn will hurt EM equities more than the China reopening will help it. But given China's enormous weight in the benchmark index that many investors tend to follow, it's not clear which way the pendulum will swing.
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