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May 06 2016
Stock Market

EM: Improved Sentiment But Macro Risks Still Dominate

  • May 6, 2016

Positive forces may be transient. Be wary of EM’s high correlation to commodities and Chinese stocks.

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Emerging Markets Sentiment Macro Factors Industry Rotation Strategy

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About The Author

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager

Jun Zhu

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