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8th July 2013

Weekly investor research

08 July 2013

We explain our view on political dynamics in Emerging Markets in light of the recent turmoil in Egypt. Political dynamics across Emerging Markets remain strongly supportive of prudent economic policies. Egypt falls into a category of countries, however, with proclivity to higher levels of political risk, wherefore the events in Cairo this past week fall within the realm of reasonable scenarios for Egypt. There are now so many investable Emerging Markets today and they are so diverse that political upheavals in a small handful of countries should not deter investors from seeking exposure to the asset class. Most Emerging Markets have very different political dynamics than Egypt.

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