Emerging Market Liquidity: Wrong About China, Wrong About Flows

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Emerging Market Liquidity: Wrong About China, Wrong About Flows

 

·           China is not tightening: February 2021 saw the biggest monthly rise (RMB2.8 trillion) in Chinese Liquidity since March 2020 (RMB3.8 trillion)

 

·           Liquidity is key: the simple ratio of all EM equity holdings divided by the pool of domestic liquidity remains undemanding at 0.38 times

 

 

 

See our latest published research, Emerging Markets Latest GLI™ – March 2021

 

For further information, or to change user options, please contact us at crossbordercapital@liquidity.com 

 

 

    
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