Market Thinking

making sense of the narrative

Market Thinker on EM Consumer

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The latest Market Thinker piece on Thematic investing is up at CityWire. Looking at the prospects for Investing in EM Consumer stocks at a time when US investors are dumping large cap VIE structures like AliBaba.

As usual we provide a link here.

The Market Thinker: time to reassess EM consumer plays

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