FYI: China is the 800-pound panda in any conversation about what is going on in the world today. The nation dominates the headlines, is the most-cited reason for sleeplessness among corporate executives, and puzzles investors daily. China looms particularly large for investors in the emerging markets: It represents an uncomfortably outsize stake in most portfolios. And fund managers are getting nervous.
Regards,
Ted
https://www.barrons.com/articles/emerging-market-funds-try-to-sidestep-china-51570229575?mod=hp_LEAD_2
