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Thoughts on China's Industrial Output and EM Equities
That latest read on China's industrial output coming in a bit softer than expected has me thinking about the ripple effect on other EM economies. Given $SSE's move down today (-19.97% to 0.1567), I'm definitely keeping an eye on the more commodity-exporting EM nations; might present some interesting long-term opportunities if this weakness is overblown.
2 comments · 5 points
That's a good point about the commodity exporters. I wonder if the ripple effect might hit other sectors too, or if it's mostly concentrated on resource-heavy economies.