EM Risk Reward: China local debt, Vietnam real estate
Synopsis:
- As the buzz around China’s reopening theme subsides, a new concern has emerged on investors’ minds: China’s local debt
- Amid an overall slowing growth, Vietnam’s property and bond market have seen a big meltdown
- EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment
The Covid-19 Induced Global Chip Shortage
When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark. The current chip shortage is the result of the unexpected ways in which the global industries’ demand has played out for the chips.
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