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Emerging Markets headlines provide fig leaf for developed market problems

Weekly investor research

17 March 2014

Global market sentiment is weak, allegedly due to Russia and China. However, we think tapering, bad technicals, and weak data are a big part of the reason for poor performance of global stocks. Emerging Markets (EM) sell-offs are becoming less violent and shorter lived as technicals, valuations, and fundamentals prove resilient despite negative EM sentiment.

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