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The Case for Underweighting U.S. Equity

And a Once in a Decade Opportunity to Overweight EM Equity In the last decade, Emerging Markets equity performance has been lagging its U.S. counterparts by a significant 50% margin. Undoubtedly, part of this is contributed by the gain of = hot technology stocks in the U.S. (FAANG). However, currently U.S. earnings growth is peakingContinue reading “The Case for Underweighting U.S. Equity”