Our year of two halves thesis stays intact Chinese stocks’ outperformance extended in 2023, allowing for another relief rally into Developed Markets (DM) stocks. Argentina announced a bond buyback. Political noise remained loud in Brazil... Read more
Our year of two halves thesis stays intact Chinese stocks’ outperformance extended in 2023, allowing for another relief rally into Developed Markets (DM) stocks. Argentina announced a bond buyback. Political noise remained loud in Brazil... Read more