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Goldman's painful 2023 lesson on China forces rethink of emerging markets

The expectation was that a bounce in the world’s second-largest economy would be the wave that lifted all boats, helping emerging markets globally to a banner year.

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

Goldman rethinks emerging market strategy after China lesson

Chinese stocks, expected to rally in 2023, fell more than 15%, while many emerging markets did just fine.

China Vs. Emerging Markets: Opportunity Or Value Trap For Investors In 2024? - Alibaba Gr Holding (NYSE:BABA), iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC)

Are Chinese stocks and the broader emerging markets an attractive investment opportunity, or do they represent a value trap?,China's 2023 market faces downward trajectory, while other emerging markets display resilience,US-listed Chinese stocks trading at lower P/E ratios, compared to American counterparts,Divergent opinions on China's economic future

Chinese stocks will gain in 2024: Goldman Sachs