Inner Loop Intelligence
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Slack: C0A0J067M6V/ts:1770809930.1906
Author: Gaetan Warzee
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
equity-market-correction-positioning
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[E1630]
Been adding to China position and emerging markets—Brazil and Asia (DWS Brazil and Gavekal Asian Opportunities). Active management could outperform in these less covered markets.
supporting · 2026-04-07