Dashboard
Review
Markets
Portfolio
Performance
Themes
Trades
Research
Methodology
Contact
Home
← Research
EM Allocation Podcast
PODCAST · Macro Voices · 2/1/2025
em
china
podcast
Open URL
Summary
Underweight China EM; favor Latam and India.
Linked to
+ Add link
◈ China Rebalancing
◉ Trade: FXI
Aligns with FXI short.
+ Evidence
✕
◈ China Rebalancing
◉ Trade: FXI
Aligns with FXI short.
+ Evidence
✕
Key quotes
Policy uncertainty in China is structural.