What’s ahead for economies and markets in 2023?
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Can China Reopening Drive Growth?
We've seen a couple of months of pretty significant outperformance, both in non-US equities in general and then in China equities in particular. And we mentioned before, the valuation picture has discounted more in those markets. So I'm not sure how long a trajectory this is, but I think if you look at what we're seeing cyclically right now, it is more supportive of these non-US markets than it has been for a while.
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