Yes but going from 50% to 20% dampens the effect of an outsized impact due to this country going forwardWhat is publicly known to date is priced in. That's why performance has been dampened. How it plays out in the future will determine the nature of information that becomes public in the future, and its effect on performance when it is priced in.Sizable but it’s also already priced in pretty significantly.I believe that EM equity performance in recent years has been dampened primarily by the real estate crisis in China. How that plays out will have a sizable impact on future EM equity performance.
Statistics: Posted by Nathan Drake — Sun Jul 14, 2024 11:31 pm