Emerging markets strategy: Can emerging markets do it again?

October 2011. With renewed recession fears in the developed world, emerging market macro strategist George Iwanicki asks whether emerging markets can help lead the world through another tumultuous period. To answer this question, George re-examines the decoupling story and the consequences for commodity prices of an extended zero interest rate policy, also focussing on some of the tactical views that have become exciting within the emerging markets asset class.

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