Thursday, 19 September 2019
There is evidence that the US initiated trade war is causing global growth to slow, and to slow more rapidly in China and India than structural factors would account for. Partly for that reason, we like to reduce Global EM Equities from a moderate overweight to a neutral position. Within this, we reduce Chinese equities to a neutral weight from a previous moderate overweighting and reduce Indian equities to neutral from a slight overweight.
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