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September 01, 2020 1:32pm
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China Caused Commotion, But EM Consumer Thesis Still Sturdy

Investors paying attention to emerging markets assets this year, particularly previously beloved growth equities in the consumer discretionary and internet spaces, know that China’s regulatory crackdown is acting as a major headwind. There’s no denying that this is weighing on exchange...
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Photography by Christophe Tomatis
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