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Emerging Markets variety versus the singular focus on tapering in the developed world

Weekly investor research

25 November 2013

We highlight developments from the last week in a number of Emerging Markets (EM) countries of different credit qualities. The coverage highlights the enormous variety of issues affecting the countries in the EM asset class. The diversity of issues stands in sharp contrast with the almost singular focus on central bank policies in the developed economies. Precisely within this sharp contrast also lies an important insight for investors, namely exposure to EM offers genuine diversification, while exposure to developed economies is increasingly akin to making a single bet.

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