I’d be more concerned with being diluted out of existence in China (ie, basically what has happened thus far) than it going to zeroChina has an economic system that leans a lot more to the entrepreneurial west than many give it credit for and is responsible for a very large portion of Global GDP (unlike Russia).
…Even if China/Taiwan go to Zero and your EM fund loses half its value, that's still roughly a 10% drop overall. But it's naive to think a situation that leads to China/Taiwan going to Zero wouldn't also hugely impact Western markets, given how integrated they all are.
Statistics: Posted by ScubaHogg — Tue Feb 25, 2025 1:07 am — Replies 34 — Views 2319