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Rising Star
China is a hard place to invest right now. Slowing growth, challenging demographics, and high regulatory risk.
My EM exposure is more focused on oil and raw materials exporters. Israel and India are interesting here, too.
Pretty much all the news coming out of China recently is that their economy is troubled. Not great timing imo.
I was overweight China and finally capitulated and exited positions at a loss for tax purposes.
I had been in denial but I just don’t see China being where I want my capital right now.