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Betting on Emerging Markets While Sidestepping China’s Sinkhole

February 26, 2024

Chinese stocks have been a disaster lately and sentiment is in the dumps. In fact, China’s stock market sell-off has vaporized almost $2 trillion in value, the Financial Times reports. There are times to be a bull in the China shop, but lately this clearly has not been the case. Traders eager to add diversified emerging markets exposure to their portfolio thus have a China problem. What’s the trade?

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