Emerging Market Links + The Week Ahead (July 3, 2023)
emergingmarketskeptic.substack.com
China's balance sheet recession, Japanification & hidden govt debt. SE Asia braces for disruptive El Niño droughts, CLSA cites 5 India market concerns and the week ahead for emerging markets.
Emerging Market Links + The Week Ahead (July 3, 2023)
Emerging Market Links + The Week Ahead (July…
Emerging Market Links + The Week Ahead (July 3, 2023)
China's balance sheet recession, Japanification & hidden govt debt. SE Asia braces for disruptive El Niño droughts, CLSA cites 5 India market concerns and the week ahead for emerging markets.