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Underweight on EMs, but favour India, China: Banque Intl

Hans Goetti, Banque Internationale A Luxembourg, says that most EMs have a fundamental issue of inflation and with the Fed tapering its monetary stimulus program, the dollar is likely to get stronger and interest rates are likely to be raised, thereby leading to a weakness in the markets.

first published: Feb 5, 2014 12:56 pm

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