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Hedge Fund
Run! - March 28, 2022
March 2022 - Hedge Fund
Why markets may not break but the song remains the same.
The last two years essentially never happened. That’s what most European equity markets are telling us, sitting just about where they were before the pandemic took its toll on the world. The US is still hanging on to some fairly hefty gains but that’s mainly due to tech and even then it is really only because of a handful of stocks. The emerging markets are all over the place. India has done really well, whereas China has given back 40%