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Mihir Vora on 3 exciting themes to bet on for next 2-3 years
Biggest thing is that you are getting 5% on the US 10-year bond so that obviously is going to suck away some amount of risk capital out there and the fact that when they go underweight China, they relatively need to rebalance the other countries also. So, probably we are seeing some rub-off of that also, I would guess.
