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Giuliano Giacaglia
@giu
China is finally seeing pressure from the rest of the world. First of all, foreign direct investments into the country has collapsed into a 30-year low. Second, a lot of American firms are re-allocating manufacturing outside of China to other areas including Southeast Asia
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zzz
@bonfireblythe
Back in December I overheard some fund wholesalers saying their entire emerging markets funds have 0 china exposure and are basically short on China. The weird side note he added was that Greece was the fastest growing EM
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