Once US interest rates start rising, will it be a case of a rising tide lifting all boats, or will there be some that run aground?
In this month's memo we:
- Take a look at the effect of rising interest rates on bonds and equities in emerging markets, with a focus on Chinese Equities
- Examine the effect of the Fed's delay in tightening measures
- Explain why we see a potential red flag in equity markets
- Take a look at why investors should not rely solely on liquidity-driven opportunities
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