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Trend 2 : Expensive Developed Vs. Nervous Emerging Markets, Where is the Opportunity?

Investment Outlook – Trend 2, Published Mar 16, 2017

While developed markets have outperformed emerging markets recently, they are richly valued and are increasingly regressing in terms of fiscal stability. Developed Markets have Outperformed EMs for 6 Years… Emerging markets have underperformed developed markets by nearly 50% in U.S dollar terms, and coming on almost six years since April 2011. The outperformance has been…

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