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Time to take the chill pill

Weekly investor research

27 August 2013

This week we explain why some investors have recently pulled money from Emerging Markets. We explain why the current volatility does not change the outlook for currencies and why there is no new Asian crisis. We describe the Emerging Markets’ formidable defences and why they have barely yet been used. We explain what happens if developed market investors leave Emerging Markets. And, more importantly, vice versa. Finally, we explain what tapering does for rates in the US and developed and Emerging Markets economies.

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