For investors in EM, playbook has been a familiar one for decades: when commodities prices go up, so do EM stocks and vice versa. But that relationship is breaking down. EM stocks are increasingly tech. Biden stimulus has offset weaker news from China.
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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,…