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    HomeNewsOpinionChina re-opening leads to Great Rotation to emerging markets

    China re-opening leads to Great Rotation to emerging markets

    Bank of America survey of global fund managers says the net percentage of fund managers who expect a stronger Chinese economy rose to 91 percent in January 2023, up from 0 percent in August last year

    Manas Chakravarty
    January 19, 2023 / 10:21 IST
    The allocation to US equities dropped a huge 27 percentage points to a net 39 percent in January, while that to emerging markets went up 13 percentage points to a net 26 percent overweight (Representative image)
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