expect much more of this to happen unless they devalue CNY @GetSelect #The Most Important Thing @RobinBrooksIIF @econchart

Robin Brooks

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But serious question - does China looks differently due to 1) implicit complicity in invasion of UKR; or 2) location of the world's arguably worst Covid19 outbreak right now (HK + soon mainland?); or 3) both?

Nate

no, it's not a value play & it's gonna get worse.  Heading towards 50% China allocation in MSCI EM.

Soon to be 50% of the index?  Or is China uninvestable? And are there better opportunities elsewhere in EM?

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Right. China now see the west responding hard to the  invasion of Ukraine and the oligarchs assets being seized tells them to be their money out before the invasion of Taiwan causes the same action against the wealthy in China.  So outflow is normal…

China, Brazil, India, etc. It looks like investors are pulling their money out of China and putting it into other EMs, perhaps in the belief that China could find itself getting economically smoked like Russia.

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Their economy has grown 40 fold in that window.

If you want to bet you’ll do better as a shareholder with less Chinese growth and potentially more conflict / global isolation… good luck to you.

There’s also this....almost unbelievably

The MSCI China Index total return (ignoring any fees, taxes, etc…) since its 12/31/92 inception is approaching a 0% nominal cumulative return

China is 30% of EEM ETF

There’s also this....almost unbelievably  The MSCI China Index total return (ignoring any fees, taxes, etc…) since its 12/31/92 inception is approaching a 0% nominal cumulative return  China is 30% of EEM ETF

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Their economy has grown 40 fold in that window.  If you want to bet you’ll do better as a shareholder with less Chinese growth and potentially more conflict / global isolation… good luck to you.

D J

A group of likeminded people in The Most Important Thing are talking about this.