Attention Economy


Monday, July 31, 2023

Investing in EMs

Global investors pivot from flagging China to India, Vietnam
https://asia.nikkei.com/Business/Markets/Global-investors-pivot-from-flagging-China-to-India-Vietnam
China's slow economic recovery and geopolitical risks lead to change in inflows 

Billionaire Mark Mobius says he's so bullish on emerging markets that all his money is outside the US
https://markets.businessinsider.com/news/stocks/mark-mobius-china-investing-us-taiwan-india-korea-emerging-markets-2023-7