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THIS TIME IS DIFFERENT
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When the market does not react the way you expect
It is important to pay more attention to how the market is acting, rather than how you think it should be acting
Leonardo Drago
Published Sat, Feb 16, 2019 · 5:50 am
The long list of reasons to be cautious likely means that many investors who say they're bullish EM equities are probably sitting on a pile of cash, or still overweight US equities instead.
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