While the negative economic impact from the coronavirus ("COVID 19") may ultimately be transitory, the larger question that remains unanswered is when the factories in China can return to pre-COVID-19 production capacity.
Disclaimer
The views expressed are those of the portfolio manager as of February 2020 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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Surviving the China-US Tech War: The EM Small Cap Advantage
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