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Julius Baer sees EMs taking a further beating

It will take selective positions towards late Q2 to tap opportunities in H2

Published Mon, Jan 27, 2014 · 10:00 PM
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ASIAN markets are having a horrible time but it's no bad thing for investors taking a contrarian view, said Julius Baer investment specialists.

"We want emerging markets (EM) to get beaten down more," said Sridhar Natarajan, Julius Baer head of investment consulting & services Asia and investment solutions group, Singapore. He sees investment opportunities in the second half of the year.

"Putting into perspective the view for EMs and in particular Asia, we would position ourselves selectively towards late Q2 as signs of distress impact valuations within Asia," said Mr Natarajan.

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