Despite excitement about globalization, US investor's EM equity allocation has been on a downward trend since 2010 after a decade dominated by US tech outperformance and USD strength. Summer 2020 was a low point.
@jnordvig
moneyinsideout.exantedata.com/p/em-capital-f… https://t.co/GSXGBlNYSQ
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…