05.07.2022 The Big Picture: Current opportunities in China and LatAm (part I)
B. G., Opalesque Geneva:

The MSCI Emerging Markets Index was down almost 12% YTD at the end of May. And hedge funds are not doing much better as the HFRI Emerging Markets (Total) Index declined five consecutive months to start the year, falling -10% YTD through May, and the Eurekahedge Emerging Markets Hedge Fund Index is down -3.5%. But not all is gloom: emerging markets have their own cycles,

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