Goldman’s Painful 2023 Lesson on China Forces Rethink of Emerging Markets

[Gunnar Larson]

Goldman’s Painful 2023 Lesson on China Forces Rethink of Emerging Markets
https://www.bloomberg.com/news/articles/2023-12-26/goldman-s-painful-2023-lesson-on-china-forces-rethink-of-emerging-markets


Goldman Sachs Group Inc.’s head of global currency, rates and
emerging-markets strategy says he’s learned two main lessons from one of
the biggest — and most-common — bad calls of 2023: the bet on post-pandemic
China’s reopening boom.
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