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Weekly investor research

04 August 2014

US stocks have priced in a great amount of growth, but not rising rates and tapering. A correction in developed markets is entirely warranted, in our view. To the extent Emerging Markets (EM) assets are lower in price it is a good time to add as EM fundamentals look solid and improving in a number of important countries. This week, however, we discuss the situation in two of the few challenged credits in EM, namely Argentina and in Russia.

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