China and Emerging Markets Liquidity Update January 2023: Bullish EM

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China and Emerging Markets Liquidity: Bullish EM

 

·           EM liquidity will rise strongly through 2023, because lower US dollar and further policy ease from China

 

·           Expect a progressive firming in World commodity markets through 2023

 

 

 

 

See our latest published research, China and Emerging Markets Latest GLI™ – January 2023

 

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