KKR Warns About Renewed Commodity, Emerging-Market Rout on China

  • Asian economies are in a `funk' as the Chinese economy slows
  • China's fixed asset investment growth to fall to 5% from 34%

There are few reasons to get excited about the recent rebound in commodities and emerging-market assets, according to KKR & Co. which correctly forecast the stock selloff in developing countries five months ago.

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