Aug 21, 2022Liked by Callum Thomas

Very important deck (again) this week, Callum, thank you.

Helpful for me to sit away from the headlines and consider a bigger picture, like we did two months back.

Finally joined that “Covid Club” despite all the care and attentive mask adherence. Stay safe.

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To what extent is the EM round trip a China story? Are other EM markets showing the same profile?

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