Emerging markets strategy: Evaluating inflation and commodities

June 2011. With the recent momentum in earnings estimates for developed markets now appearing to have come to an end, George Iwanicki, emerging market macro strategist, examines the value story for the emerging markets asset class against the current global cyclical backdrop and re-caps on the inflation issues that have occupied investors over recent months. In the context of the commodity volatility experienced over the last few months, George also digs deeper into the commodity-currency nexus and examines how a super cycle in commodities is interplayed with currencies. (Read More)

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