Shuli Ren, Columnist

A Stronger China Won’t Lift Emerging Markets

Unlike years past, a recovery in the world’s second-biggest economy could divert money from the rest of the asset class.

April 1, 2019 at 10:00 PM UTC

By Shuli Ren

Shuli Ren is a Bloomberg Opinion columnist covering Asian markets. A former investment banker, she was a markets reporter for Barron’s. She is a CFA charterholder.

It’s you or me.
Photographer: Qilai Shen/Bloomberg

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Emerging markets are missing out on the trade of the decade.

Green shoots are everywhere. China’s factory activity is finally stabilizing, and the Federal Reserve may even cut interest rates this year. Both should be great news for stocks around the world.