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PIMCO

The strengthening investment case for China

Gabriel Sacks
31 December 2025
Smaller companies can offer an especially diverse set of opportunities.

Avoiding emerging markets may be the greatest risk in 2026

Matteo Anelli
31 December 2025
Valuations, AI exposure and a weaker dollar are tilting the balance back towards emerging markets, even as geopolitical and macro risks persist.

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