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A pleasant fiction

The Emerging View

18 September 2013

Over the summer a consensus was established that tighter financial conditions in developed countries and in the US in particular will impact Emerging Markets (EM) adversely. This consensus is a pleasant fiction for some, but to others (such as us) it’s a tiresome regurgitation of hopelessly outdated ideas about Emerging Markets. We have two main disagreements with this consensus.

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