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Emerging Markets after the summer sell-off: Hold or Add?
24 September 2013
We believe Emerging Markets (EM) debt and equities are likely to offer attractive
returns over the next 12 months due to strong technicals, improving
fundamentals, and attractive valuations in the wake of the summer sell-off.
EM is no longer a commodity play. This report establishes commodity profiles for 114 EM countries and shows that extreme sensitivity to commodities is concentrated in a relatively small section of EM,...