Slack: C0A0J067M6V/ts:1770809930.1906

Author: Gaetan Warzee Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

equity-market-correction-positioning

🟢 [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