In 2023, emerging market debt markets (Indonesia, China, India, Brazil, Mexico) outperformed US debt markets by 40-100%, while emerging market equities also outperformed, yet this massive outperformance receives little attention from Western investors, suggesting a major market inefficiency or information gap.
factualpending
Speaker
Louis VangermeerschEvidence Quote
“you look at Emerging Market debt markets you know Indonesia China India Brazil Mexico all these countries have outperformed the US debt markets not by a little but by 40 50 100% [1:43:56]”
Source
From Wedlock to Deadlock: The East-West Divorce - with Brent Johnson and Louis Gave— In Gold We Trust [EN]Created: 8/12/2026, 6:04:21 PM
My Notes
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