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Tapering is priced and China returns

Weekly investor research

12 August 2013

The most important developments last week were the market getting comfortable with the notion that tapering and rate hikes are not the same thing, and China rising from the ashes, once again defying predictions of an elusive hard landing. Emerging Markets inflation also failed to disappoint despite June’s currency volatility, and we also think this will be the case going forward. So what do you get when you add treasury market stability to improving sentiment about Emerging Markets? Answer: Opportunity.

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