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Emerging markets equity: Never waste a crisis

The discernible gap between EM fundamentals and valuations provides a reasonably large margin for performance potential.

EM valuations have been approaching crisis levels due to substantially weakened confidence (and performance), yet cash flows and earnings generally remain resilient.

IN 2018 the world economy - and global relations - entered unfamiliar territory, with rising geopolitical and policy risks. We are witnessing the global supply chains and trading relationships that have been integral to growing global prosperity come under increasing pressure. Thus far, emerging...

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