China and America’s recoveries are strikingly different: led by consumption in the US with industrial production lagging, the reverse in China. Reinforcing imbalances that @M_C_Klein @michaelxpettis have highlighted.
barrons.com/articles/5-cha… https://t.co/5A4CAt9CFv
Bond flows to EM bounced back already in H2 2020. But as 2021 equity flows are recovering too. @IIF @RobinBrooksIIF
January 23, 2021
Bond flows to EM bounced back already in H2 2020. But as 2021 equity flows are recovering too. @IIF @RobinBrooksIIF @Jonthn_Wheatley ft.com/content/f9b94a… https://t.co/zb8CxGCgGj