Disclaimer
The views expressed are those of the portfolio manager as of March 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.
What does Covid-19 mean for emerging markets?
Shorter-term economic data sources and their usuefulness in navigating the impacts of the coronavirus spread in China.
"China is a source of opportunities rather than an opportunity in and of itself." - James Syme provides his latest monthly update.
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