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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.
The inclusion of Chinese bonds in the GBI EM GD is the single most important development since the inception of the index. We explain why. The price action in EM bonds so far this year has been stellar,...